Senior Fiduciary Advisor, Private Bank

PNC; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision coverage

401(k) with match

Pension and stock purchase plans

Paid holidays and vacation

Job summary

PNC Private Bank seeks a Fiduciary Advisor Sr based in Palm Beach, FL. The role handles complex fiduciary accounts, executes plan terms as trustee/agent, and delivers comprehensive fiduciary capabilities to maximize client experience.

Ideal candidates have a Bachelor's degree and 8+ years of industry experience, with strong risk management, compliance, and client communication skills. This is an in-office position with a comprehensive benefits package.

Qualifications

• University degree required; higher education desirable.
• Bachelor's degree in a related field is required.

Responsibilities

• Engages in fiduciary decision-making and administers complex fiduciary accounts.
• Delivers fiduciary platform to grow the fiduciary business and client experience.
• Manages risk and resolves legal/compliance issues for assigned accounts.
• Communicates with clients, resolves issues, and escalates as needed.
• Maintains and grows assets with clients, beneficiaries and gatekeepers.
• Leads analyses and recommendations for senior management or committee review.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Account Management

Accuracy and Attention to Detail

Effective Communications

Fiduciary Responsibilities

Problem Solving

Regulatory Environment - Financial

Value Selling

Education

Bachelor's

Job description

PNC Private Bank seeks a Fiduciary Advisor Sr based in Palm Beach, FL. The role handles complex fiduciary accounts, executes plan terms as trustee/agent, and delivers comprehensive fiduciary capabilities to maximize client experience.

Ideal candidates have a Bachelor's degree and 8+ years of industry experience, with strong risk management, compliance, and client communication skills. This is an in-office position with a comprehensive benefits package.