Senior Fiduciary Advisor, Private Bank

PNC Financial Services Group; Cincinnati (OH); On-site; USD 112,000 - 229,000; Full time

Job summary

PNC Financial Services Group invites applications for a Senior Fiduciary Advisor in the Private Bank. You will manage fiduciary accounts, advise on planning concepts, and coordinate with trustees and beneficiaries to optimize client outcomes.

Position may be based in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA. This in-office role emphasizes client service excellence, risk management, and regulatory compliance.

Qualifications

• University degree required with 5+ years of relevant experience.
• Certifications or licenses are not strictly required.
• Experience handling trusts and fiduciary accounts is preferred.

Responsibilities

• Execute fiduciary decisions and administer complex trusts and accounts.
• Deliver comprehensive fiduciary services to grow client assets.
• Manage risk and resolve compliance issues for assigned accounts.
• Meet with clients to review accounts and provide tailored planning.
• Prepare analyses and present recommendations to senior management.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelor's degree

Job description

PNC Financial Services Group invites applications for a Senior Fiduciary Advisor in the Private Bank. You will manage fiduciary accounts, advise on planning concepts, and coordinate with trustees and beneficiaries to optimize client outcomes.

Position may be based in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA. This in-office role emphasizes client service excellence, risk management, and regulatory compliance.