Senior Private Banking Relationship Architect

PNC Financial Services Group, Inc.; Los Angeles (CA); On-site; USD 160,000 - 296,000; Full time

Benefits offered by this job

Medical coverage

401(k) with match

Competitive compensation

Job summary

PNC Financial Services Group, Inc. in Los Angeles, CA, is seeking a Senior Relationship Strategist in Private Bank.

The role focuses on leading client management, developing a relationship plan, and managing a growing book of business with a client-first approach. You will coordinate with the team to deliver exceptional service, expand client relationships, and mentor others while aligning with risk and enterprise standards.

Qualifications

• University/college degree required; higher education desirable.
• Industry experience typically 8+ years.
• Certifications often required in lieu of a degree may be considered.

Responsibilities

• Lead client management activities with clients and prospects.
• Develop and execute a relationship management plan to acquire and retain clients.
• Manage a book of business and drive growth through expansion and new relationships.
• Collaborate with team to plan actions through discovery of client needs.
• Mentor and train team members; participate in special projects.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree or higher

Job description

PNC Financial Services Group, Inc. in Los Angeles, CA, is seeking a Senior Relationship Strategist in Private Bank.

The role focuses on leading client management, developing a relationship plan, and managing a growing book of business with a client-first approach. You will coordinate with the team to deliver exceptional service, expand client relationships, and mentor others while aligning with risk and enterprise standards.