Senior Private Bank Relationship Leader

PNC; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid time off

Job summary

PNC Private Bank in Philadelphia is seeking a Senior Relationship Strategist to lead client management, develop relationship plans, and grow a book of business. The role emphasizes proactive service, risk-aware client engagement, and collaboration across teams.

The candidate should have extensive experience in client relationship management within private banking, strong financial analysis skills, and a track record of expanding client relationships while ensuring high client satisfaction.

Qualifications

• Roles at this level typically require a university/college degree.
• Industry relevant experience is typically 8+ years.
• Higher level education such as a Masters degree, PhD, or certifications is desirable.
• In lieu of a degree, a comparable combination of education, certification(s) and experience may be considered.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Develops and executes a relationship management plan to acquire and retain clients.
• Manages a book of business and seeks expansion opportunities.
• Coordinates with team to determine action plans through discovery of client needs.
• Delivers proactive, responsive service to meet client goals and escalates issues as needed.
• Maintains timely, accurate sales/relationship management administration tasks.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC Private Bank in Philadelphia is seeking a Senior Relationship Strategist to lead client management, develop relationship plans, and grow a book of business. The role emphasizes proactive service, risk-aware client engagement, and collaboration across teams.

The candidate should have extensive experience in client relationship management within private banking, strong financial analysis skills, and a track record of expanding client relationships while ensuring high client satisfaction.