Senior Fiduciary Advisor — Private Bank

PNC; Pennsylvania; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Pension plan

Job summary

PNC Financial Services Group, Inc. is seeking a Fiduciary Advisor III for the Private Bank in Pittsburgh, PA.

You will engage in fiduciary decision-making, administer complex accounts, and work to grow assets under management while delivering exceptional client experiences. Responsibilities include communicating with clients, customizing planning concepts, preparing analyses for senior management, and escalating issues when necessary.

Qualifications

• Decision making and strategic thinking for fiduciary planning.
• Knowledge of investment management and wealth planning concepts.
• Understanding real estate settlements and revenue recognition within fiduciary contexts.

Responsibilities

• Engage in fiduciary decision-making by executing plan terms as trustee, guardian or agent.
• Administer complex fiduciary accounts ensuring compliance with laws and policies.
• Grow assets under management by serving clients, beneficiaries and gatekeepers.
• Meet with clients and present fiduciary analyses and recommendations.
• Escalate issues to senior management as appropriate.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking a Fiduciary Advisor III for the Private Bank in Pittsburgh, PA.

You will engage in fiduciary decision-making, administer complex accounts, and work to grow assets under management while delivering exceptional client experiences. Responsibilities include communicating with clients, customizing planning concepts, preparing analyses for senior management, and escalating issues when necessary.