Private Bank Fiduciary Advisor I

PNC Financial Services Group, Inc.; Cincinnati (OH); On-site; USD 53,000 - 88,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with match

Job summary

PNC Financial Services Group, Inc. in Cincinnati, OH, is seeking a Fiduciary Advisor I to support fiduciary decision-making, manage accounts, and grow assets within our Private Bank.

You will work directly with clients, beneficiaries and gatekeepers to provide planned fiduciary guidance and compliant risk management. The role requires a university degree and 2+ years of relevant experience; knowledge of fiduciary practices and regulatory frameworks is essential.

Qualifications

• University/college degree required; 2+ years of relevant professional experience.
• In lieu of a degree, a comparable combination of education and experience may be considered.
• No required certifications or licenses stated.

Responsibilities

• Supports fiduciary decision-making by executing terms of plans or documents where PNC serves as trustee, guardian or agent.
• Delivers fiduciary platform breadth to grow business and ensure high client experience; administers accounts per documents and policy.
• Responsible for risk management and resolving legal and compliance issues for assigned accounts; communicates with clients and escalates issues.
• Customizes client communications or presentations to provide fiduciary advice; prepares analyses and recommendations for senior management or committee review.
• Maintains and grows assets under management by meeting with clients and beneficiaries as needed.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

Job description

PNC Financial Services Group, Inc. in Cincinnati, OH, is seeking a Fiduciary Advisor I to support fiduciary decision-making, manage accounts, and grow assets within our Private Bank.

You will work directly with clients, beneficiaries and gatekeepers to provide planned fiduciary guidance and compliant risk management. The role requires a university degree and 2+ years of relevant experience; knowledge of fiduciary practices and regulatory frameworks is essential.