Senior Fiduciary Advisor, Private Bank

PNC Financial Services Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 112,000 - 229,000; Full time

Benefits offered by this job

Medical/dental/vision coverage

401(k) with employer match

Paid time off and holidays

Job summary

PNC seeks a Senior Fiduciary Advisor in its Private Bank to manage complex fiduciary accounts and advise high-net-worth clients. Based in a U.S. city, the role emphasizes governance, risk management, and fiduciary service delivery to enhance client experience.

The position requires 5+ years of relevant experience, a Bachelor's degree, and the ability to interpret trust documents, regulatory requirements, and collaborate with specialists across the bank.

Qualifications

• Experience in fiduciary decision-making and trust operations.
• Ability to administer complex fiduciary accounts and regulatory compliance.
• Strong client communication and risk management skills.

Responsibilities

• Executes fiduciary terms as trustee, guardian or agent for complex accounts.
• Delivers fiduciary platform breadth to grow the business and client experience.
• Manages risk and resolves legal/compliance issues for accounts.
• Maintains and grows assets by meeting with clients and beneficiaries.
• Prepares analyses and recommendations for senior management.

Skills

Decision Making

Finance Strategy

Investment Management

Legal Practices

Real Estate Settlements

Revenue Recognition

Risk Assessments

Education

Bachelors

Job description

PNC seeks a Senior Fiduciary Advisor in its Private Bank to manage complex fiduciary accounts and advise high-net-worth clients. Based in a U.S. city, the role emphasizes governance, risk management, and fiduciary service delivery to enhance client experience.

The position requires 5+ years of relevant experience, a Bachelor's degree, and the ability to interpret trust documents, regulatory requirements, and collaborate with specialists across the bank.