Private Banking Advisor II for High-Net-Worth Clients

PNC; Fort Worth (TX); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical coverage

401(k) with match

Paid time off

Educational assistance

Résumé du poste

PNC Financial Services Group, Inc. is seeking a Banking Advisor II in Fort Worth, TX to advise high-net-worth clients on credit and cash management solutions within Private Banking.

The role involves meeting clients, partnering with internal teams, and ensuring optimal service delivery and risk management. The position requires a solid foundation in relationship management, credit analysis, and sales skills, with a focus on expanding the bank's private banking footprint and maintaining exemplary

Qualifications

• Experience with high-net-worth client advisory and AMG banking products is preferred.
• Ability to assess credit risk and analyze complex financial scenarios.

Responsabilités

• Identify and provide guidance on credit and cash management solutions for HNW clients.
• Build relationships with internal/external partners to expand client services.
• Monitor and manage a book of business to drive client satisfaction and revenue.

Connaissances

Client Relationship Management

Credit Analysis

Sales Process

Value Selling

Portfolio Management

Financial Management

Customer Satisfaction

Formation

Bachelor's

Description du poste

PNC Financial Services Group, Inc. is seeking a Banking Advisor II in Fort Worth, TX to advise high-net-worth clients on credit and cash management solutions within Private Banking.

The role involves meeting clients, partnering with internal teams, and ensuring optimal service delivery and risk management. The position requires a solid foundation in relationship management, credit analysis, and sales skills, with a focus on expanding the bank's private banking footprint and maintaining exemplary