Private Bank Relationship Manager III — Wealth Growth

PNC Financial Services Group; Leesburg (FL); On-site; USD 112,000 - 250,000; Full time

Job summary

PNC Financial Services Group seeks a Relationship Manager III for its Private Bank Connect team. Based in Cleveland, OH or any Private Bank footprint location, you will lead client relationships, identify growth opportunities and manage a book of business.

Travel and warm outreach to national clients are expected as part of business development. Ideal candidates have strong investment knowledge and prior wealth-management experience; licenses are a plus but not required.

Qualifications

• University/college degree with 5+ years of related experience.
• Licensing such as Series 7 or 63 is a plus but not required.
• Investment/wealth management experience is a plus.

Responsibilities

• Lead management of a book of business and develop a relationship plan to acquire and retain clients.
• Grow book of business through client expansion and new client acquisition.
• Communicate with existing clients to identify expansion opportunities.
• Coordinate with team to plan actions based on client needs and deliver proactive service.
• Manage risk and ensure services align with fees; collaborate with risk partners.
• Maintain sales/relationship management administration and complete required processes.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC Financial Services Group seeks a Relationship Manager III for its Private Bank Connect team. Based in Cleveland, OH or any Private Bank footprint location, you will lead client relationships, identify growth opportunities and manage a book of business.

Travel and warm outreach to national clients are expected as part of business development. Ideal candidates have strong investment knowledge and prior wealth-management experience; licenses are a plus but not required.