Premier Mass Affluent Wealth Advisor

PNC; Timonium (MD); On-site; USD 70,125 - 116,875; Full time

Job summary

PNC in Timonium, MD is seeking a Premier Client Banker to lead Mass Affluent client acquisition and deepen relationships within Wealth Management. You will partner with bank and investment professionals to deliver tailored financial solutions and drive revenue growth.

Your role focuses on proactive outreach, proactive relationship management, and leveraging ecosystem partners to provide a differentiated client experience while meeting and exceeding penetration goals.

Qualifications

• Bachelor's degree required.
• Experience in financial services preferred.
• Strong communication and analytical skills.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for revenue growth.
• Forge internal partnerships to drive new revenue and growth; manage risk and profitability for client portfolios.
• Leverage client insights and tools to translate goals into actionable sales strategies and outcomes.
• Own client relationships and collaborate with ecosystem partners to deliver the Mass Affluent Advice and Planning value proposition.

Skills

Mass Affluent Sales

Relationship Management

Lead Generation/Prospecting

Cross-functional Collaboration

Education

Bachelor's degree

Job description

PNC in Timonium, MD is seeking a Premier Client Banker to lead Mass Affluent client acquisition and deepen relationships within Wealth Management. You will partner with bank and investment professionals to deliver tailored financial solutions and drive revenue growth.

Your role focuses on proactive outreach, proactive relationship management, and leveraging ecosystem partners to provide a differentiated client experience while meeting and exceeding penetration goals.