Investment Advisor Sr

PNC; Philadelphia (Philadelphia County); Presencial; USD 90 000 - 140 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Time off

Benefits

Learning and career development

Wellness programs

Recognition

Resumo da oferta

PNC is seeking a financial professional to manage client investment accounts in line with defined objectives and to provide actionable market insights and reporting on results. The role emphasizes growing assets under management and delivering a comprehensive investment experience to clients in a dynamic environment.

The position involves maintaining expertise in sophisticated investment strategies, supporting sales efforts, and ensuring compliance with risk management policies.

Responsabilidades

• Manages accounts in accordance with investment objectives developed with the client.
• Maintains expert level knowledge of complex investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• Supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
• Executes risk management practices through adherence to PNC's policies and procedures.

Descrição da oferta de emprego

* Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy.* Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies.* Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.* Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals.PNC’s total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our .