Senior Private Bank Investment Advisor

PNC Financial Services Group, Inc.; Phoenix (AZ); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health Savings Account

401(k) with PNC match

Stock purchase plans

Job summary

PNC Financial Services Group, Inc. is seeking a Sr. Investment Advisor for its Private Bank in Phoenix, AZ. The role focuses on managing client accounts, delivering sophisticated investment guidance, and reporting results to help clients reach their objectives.

You will maintain expertise across asset management strategies, grow assets under management, and may lead sales initiatives by expanding financial services to clients while following PNC's risk management framework.

Qualifications

• University degree required; higher education desirable.
• Industry experience with investment management and client advisory services.
• Certifications/licensures as applicable to investment advisory roles preferred.

Responsibilities

• Manages client accounts in line with agreed investment objectives.
• Delivers actionable investment advice, market insight and performance reporting.
• Maintains and grows assets under management through client engagement.
• Supports and may lead sales efforts by expanding financial services to clients.
• Adheres to risk management policies and procedures.

Skills

Accountability

Budget Management

Decision Making

Finance Strategy

Investment Management

Relationship Management

Value Selling

Education

Bachelors

Job description

PNC Financial Services Group, Inc. is seeking a Sr. Investment Advisor for its Private Bank in Phoenix, AZ. The role focuses on managing client accounts, delivering sophisticated investment guidance, and reporting results to help clients reach their objectives.

You will maintain expertise across asset management strategies, grow assets under management, and may lead sales initiatives by expanding financial services to clients while following PNC's risk management framework.