Premier Wealth Advisor & Client Partner

PNC Financial Services; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Education assistance

Paid time off

Job summary

PNC Financial Services in Jupiter, Florida seeks a Premier Client Banker within its Wealth Management division to grow mass affluent client relationships and deliver tailored financial solutions. You will be based in Jupiter, FL, coordinating with advisors and internal teams to drive revenue and deepen wallet share.

You will partner with ecosystem partners, manage risk, and provide proactive, end-to-end service from onboarding through ongoing servicing while meeting client goals and regulatory

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
• Proactively generate and manage leads and client appointments. Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing.
• Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
• Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables.

Job description

PNC Financial Services in Jupiter, Florida seeks a Premier Client Banker within its Wealth Management division to grow mass affluent client relationships and deliver tailored financial solutions. You will be based in Jupiter, FL, coordinating with advisors and internal teams to drive revenue and deepen wallet share.

You will partner with ecosystem partners, manage risk, and provide proactive, end-to-end service from onboarding through ongoing servicing while meeting client goals and regulatory