Senior Investment Advisor, Private Banking Growth

PNC Financial Services Group; Red Bank (NJ); Vor Ort; USD 160.000 - 296.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with PNC match

Stock purchase plan

Zusammenfassung

PNC Financial Services Group in Red Bank, NJ is seeking an Investment Advisor Sr in our Private Bank to manage client portfolios, deliver actionable insights, and grow assets under management. This in-office role emphasizes a client-focused approach and collaboration with specialists to implement the investment strategy.

The position requires 8+ years of relevant experience, a university degree, and relevant certifications.

Qualifikationen

• University/college degree required; higher education desirable.
• Industry experience typical 8+ years with relevant certifications.
• Experience in investment/advisory roles and asset management.

Aufgaben

• Manages client accounts aligned with investment objectives and strategies.
• Delivers investment guidance, market insights, and performance reporting.
• Maintains and grows assets under management and supports sales efforts.
• Implements risk management in accordance with policies and procedures.

Kenntnisse

Investment Management

Portfolio Management

Client Relationship Management

Financial Modeling

Decision Making

Ausbildung

Bachelors

Jobbeschreibung

PNC Financial Services Group in Red Bank, NJ is seeking an Investment Advisor Sr in our Private Bank to manage client portfolios, deliver actionable insights, and grow assets under management. This in-office role emphasizes a client-focused approach and collaboration with specialists to implement the investment strategy.

The position requires 8+ years of relevant experience, a university degree, and relevant certifications.