Senior Fiduciary Advisor, Private Banking

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

Benefits offered by this job

Medical/dental/vision coverage

401(k) with company match

Pension and stock purchase plans

Paid time off including holidays and/v

Job summary

PNC is seeking a Fiduciary Advisor Sr within its Private Bank, with potential bases in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA. You will engage in fiduciary decision-making and administer complex trust accounts to ensure compliant operations and optimal client outcomes.

The role emphasizes expanding assets, delivering fiduciary services, and maintaining strong client relationships through presentations and tailored planning concepts.

Qualifications

• Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience.
• Specific certifications are often required.
• In lieu of a degree, a comparable combination of education, job specific certification(s), and experience may be considered.

Responsibilities

• Engages in fiduciary decision-making by executing the terms of any plan or document in which PNC serves as trustee, guardian or agent.
• Delivers the full breadth of the fiduciary platform to grow the fiduciary business and assure the highest level of client experience.
• Handles risk management and the resolution of legal and compliance-related issues for assigned accounts.
• Maintains and grows assets under management by working with clients, beneficiaries and gatekeepers.
• Customizes communications or presentations to provide fiduciary advice and presents analysis and recommendations for 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 is seeking a Fiduciary Advisor Sr within its Private Bank, with potential bases in Cleveland, OH; Cincinnati, OH; or Philadelphia, PA. You will engage in fiduciary decision-making and administer complex trust accounts to ensure compliant operations and optimal client outcomes.

The role emphasizes expanding assets, delivering fiduciary services, and maintaining strong client relationships through presentations and tailored planning concepts.