Senior Private Bank Investment Advisor

PNC; San Francisco (CA); On-site; USD 80,000 - 284,050; Full time

Benefits offered by this job

Medical and prescription drug coverage

Dental and vision options

401(k) with company match

Paid time off including vacation and holidays

Job summary

A leading financial institution seeks a Senior Investment Advisor to manage client investment accounts and deliver market insights in San Francisco, CA. This role requires strong skills in investment management and decision-making, with a focus on client relationship management. Candidates should possess 8+ years of relevant experience and a Bachelor's degree. Competitive salary and comprehensive benefits package are included, along with a supportive workplace culture.

Qualifications

• 8+ years of relevant industry experience.
• Knowledge of investment and asset management strategies.
• Ability to manage risk while achieving business objectives.

Responsibilities

• Manage accounts according to client investment objectives.
• Deliver actionable investment insights and reports.
• Maintain and grow assets under management.

Skills

Accountability

Budget Management

Decision Making

Investment Management

Relationship Management

Education

Bachelor's degree

Job description

A leading financial institution seeks a Senior Investment Advisor to manage client investment accounts and deliver market insights in San Francisco, CA. This role requires strong skills in investment management and decision-making, with a focus on client relationship management. Candidates should possess 8+ years of relevant experience and a Bachelor's degree. Competitive salary and comprehensive benefits package are included, along with a supportive workplace culture.