Private Bank RM III — Growth & Client Opportunities (Cleveland)

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

Benefits offered by this job

Medical coverage

401(k) with match

Pension plan

Stock purchase plan

Job summary

PNC Financial Services Group is seeking a Relationship Manager III in the Private Bank Connect organization. Based in Cleveland, OH or anywhere in the Private Bank footprint, you will develop and manage a book of business, pursue investment and banking opportunities, and reach warm-lead clients across nationwide markets.

Strong investment knowledge and sales background are preferred; licenses such as Series 7/63 are a plus but not required.

Qualifications

• University degree with 5+ years of industry experience.
• Licensure such as Series 7 or 63 is a plus but not required.
• Experience with investments and wealth management is a plus.
• Background in sales or investments is desirable.

Responsibilities

• Lead client management activities and develop a relationship management plan to acquire and retain clients.
• Grow the book of business through client expansion and new relationships.
• Maintain communication with clients to explore expansion opportunities and broaden external networks.
• Coordinate discovery with the team to tailor action plans and ensure proactive service.
• Ensure risks are managed and service delivery aligns with fee structures.

Skills

Book of Business

Client Relationships

Customer Engagement

Decision Making

Financial Analysis

Sales Opportunities

Education

Bachelors

Job description

PNC Financial Services Group is seeking a Relationship Manager III in the Private Bank Connect organization. Based in Cleveland, OH or anywhere in the Private Bank footprint, you will develop and manage a book of business, pursue investment and banking opportunities, and reach warm-lead clients across nationwide markets.

Strong investment knowledge and sales background are preferred; licenses such as Series 7/63 are a plus but not required.