Senior Investment Advisor — Grow Assets & Lead Client Portfolios

PNC; Philadelphia (Philadelphia County); Sur place; USD 90 000 - 140 000; Plein temps

Avantages offerts par ce poste

Time off

Benefits

Learning and career development

Wellness programs

Recognition

Résumé du poste

PNC is seeking a financial professional to manage client investment accounts in line with defined objectives and to provide actionable market insights and reporting on results. The role emphasizes growing assets under management and delivering a comprehensive investment experience to clients in a dynamic environment.

The position involves maintaining expertise in sophisticated investment strategies, supporting sales efforts, and ensuring compliance with risk management policies.

Responsabilités

• Manages accounts in accordance with investment objectives developed with the client.
• Maintains expert level knowledge of complex investment and asset management strategies.
• Responsible for maintaining and growing assets under management.
• Supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
• Executes risk management practices through adherence to PNC's policies and procedures.

Description du poste

PNC is seeking a financial professional to manage client investment accounts in line with defined objectives and to provide actionable market insights and reporting on results. The role emphasizes growing assets under management and delivering a comprehensive investment experience to clients in a dynamic environment.

The position involves maintaining expertise in sophisticated investment strategies, supporting sales efforts, and ensuring compliance with risk management policies.