Mass Affluent Wealth Advisor

PNC Financial Services Group, Inc.

Brighton (MI)

Presencial

USD 60.000 - 90.000

Jornada completa

14 días+

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Ventajas ofrecidas por este puesto de trabajo

Medical coverage
Life insurance
Disability protection
401(k) with match
Educational assistance
Wellness program

Descripción de la vacante

PNC Financial Services Group, Inc. in Brighton, MI is seeking a Premier Client Banker to drive Mass Affluent client acquisition, retention, and revenue growth within the Wealth Management organization.

You will collaborate with internal partners to deliver customized financial solutions and an exceptional client experience. The role emphasizes proactive outreach, relationship management, and leadership with ecosystem partners to deepen wallet share and advise clients on tailored financial

Formación

  • Experience in building Mass Affluent client relationships and advisory discussions.
  • Ability to leverage bank products to deepen share of wallet.
  • Strong collaboration with internal partners to drive revenue.

Responsabilidades

  • Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention.
  • Leverage client insights and sales tools to convert opportunities and deliver exceptional client experience.
  • Own client relationships and governance with ecosystem partners to meet penetration goals.

Conocimientos

Banking products
Business acumen
Collaboration
Customer experience
Customer retention
Decision making
Effective communications
Prioritization
Relationship management
Selling

Educación

Bachelor's degree

Herramientas

CRM systems

Descripción del empleo

PNC Financial Services Group, Inc. in Brighton, MI is seeking a Premier Client Banker to drive Mass Affluent client acquisition, retention, and revenue growth within the Wealth Management organization.

You will collaborate with internal partners to deliver customized financial solutions and an exceptional client experience. The role emphasizes proactive outreach, relationship management, and leadership with ecosystem partners to deepen wallet share and advise clients on tailored financial

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