Premier Wealth Client Advisor

PNC Financial Services Group, Inc.; Frederick (MD); On-site; USD 70,125 - 116,875; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Paid holidays

Job summary

PNC Financial Services Group, Inc. is hiring a Premier Client Banker in Frederick, MD to drive Mass Affluent client acquisition and retention within Wealth Management.

You will proactively generate leads, manage client appointments, and leverage bank products to grow share of wallet. Responsibilities include building internal partnerships, delivering tailored financial Wellness solutions, and maintaining strong client service and relationship management throughout onboarding and ongoing

Qualifications

• Bachelor's degree required; 3+ years of relevant banking/wealth management experience.

Responsibilities

• Develop and execute strategies to acquire, outreach and retain Mass Affluent clients.
• Generate and manage leads and client appointments with a consultative approach.
• Partner with ecosystem professionals to deliver tailored financial solutions and a differentiated client experience.
• Maintain proactive and accurate client relationship management and sales activities.

Skills

Customer focus

Relationship management

Sales skills

Financial product knowledge

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is hiring a Premier Client Banker in Frederick, MD to drive Mass Affluent client acquisition and retention within Wealth Management.

You will proactively generate leads, manage client appointments, and leverage bank products to grow share of wallet. Responsibilities include building internal partnerships, delivering tailored financial Wellness solutions, and maintaining strong client service and relationship management throughout onboarding and ongoing