Private Bank Wealth Relationship Manager III

PNC Financial Services Group; Houston (TX); Sur place; USD 112 000 - 250 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision coverage

401(k) with company match

Paid time off and holidays

Résumé du poste

PNC Financial Services Group is seeking a Relationship Manager III in the Private Bank Connect team. You will manage a book of business, expand client relationships, and pursue investments and banking opportunities.

The role involves outbound calls to warm leads and active client communications, with an emphasis on growth within the Private Bank footprint. Ideal candidates bring investment knowledge and sales experience; licenses such as Series 7/63 are a plus but not required.

Qualifications

• University degree with 5+ years of industry experience.
• In-depth knowledge of investment and wealth management preferred.
• No mandatory certifications required for this role.

Responsabilités

• Leads client management activities to acquire and retain clients and manages a book of business.
• Develops and executes strategies to source new relationships for the bank.
• Maintains proactive client communication and expands external network.
• Ensures risk controls and timely relationship management administration.

Connaissances

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Formation

Bachelor's degree

Description du poste

PNC Financial Services Group is seeking a Relationship Manager III in the Private Bank Connect team. You will manage a book of business, expand client relationships, and pursue investments and banking opportunities.

The role involves outbound calls to warm leads and active client communications, with an emphasis on growth within the Private Bank footprint. Ideal candidates bring investment knowledge and sales experience; licenses such as Series 7/63 are a plus but not required.