Senior Fiduciary Advisor, Private Wealth Trust

PNC Financial Services Group; Philadelphia (Philadelphia County); In loco; USD 120.000 - 190.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, vision insurance

401(k) with company match

Educational assistance

Paid holidays and vacation

Parental leave

Descrizione del lavoro

PNC Financial Services Group in Philadelphia, PA seeks a Senior Fiduciary Advisor within its Private Bank to lead complex fiduciary accounts and drive client-centric solutions. Based in-office, this role emphasizes governance, risk management and strategic planning for high-net-worth clients.

Ideal candidates bring 8+ years in fiduciary services, strong relationship management, and deep knowledge of regulatory and estate planning concepts.

Competenze

• University degree required; advanced degrees valued.
• 8+ years industry experience preferred.
• Fiduciary experience with high-net-worth clients is desirable.

Mansioni

• Execute fiduciary plan terms and administer complex accounts.
• Deliver fiduciary platform to grow business and client experience.
• Manage risk and resolve legal/compliance issues for accounts; communicate with clients.
• Maintain and grow assets under management; meet with clients as needed.
• Lead analysis and recommendations for senior management; mentor team.

Conoscenze

Fiduciary governance

Client relationship

Risk management

Financial planning

Regulatory compliance

Investment management

Formazione

Bachelors

Descrizione del lavoro

PNC Financial Services Group in Philadelphia, PA seeks a Senior Fiduciary Advisor within its Private Bank to lead complex fiduciary accounts and drive client-centric solutions. Based in-office, this role emphasizes governance, risk management and strategic planning for high-net-worth clients.

Ideal candidates bring 8+ years in fiduciary services, strong relationship management, and deep knowledge of regulatory and estate planning concepts.