Senior Private Banking Relationship Architect

Fairygodboss

Sarasota (FL)

On-site

USD 90,000 - 150,000

Full time

5 days ago
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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
Life insurance
Disability insurance
401(k) with company match

Job summary

PNC in Sarasota, FL seeks a Senior Relationship Strategist within its Private Bank to lead client management and drive growth of a book of business. You will coordinate with teams to deliver proactive service and expand relationships with high-net-worth clients.

The role emphasizes sales DNA, technical knowledge, and a strong local network. Office-based position with opportunities for collaboration across the Private Bank.

Qualifications

  • Book Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

Responsibilities

  • Leads client management activities and develops a relationship management plan to acquire and retain clients.
  • Coordinates with team to deliver proactive, responsive service and expand the book of business.
  • Grow the book through client expansion and new relationships, leveraging external networks.
  • Work with risk partners to ensure compliant, fee-aligned service and client communication.

Skills

Book Of Business
Client Relationship Building
Customer Engagement
Decision Making
Financial Analysis
Identifying Sales Opportunities

Education

Bachelor's degree

Job description

PNC in Sarasota, FL seeks a Senior Relationship Strategist within its Private Bank to lead client management and drive growth of a book of business. You will coordinate with teams to deliver proactive service and expand relationships with high-net-worth clients.

The role emphasizes sales DNA, technical knowledge, and a strong local network. Office-based position with opportunities for collaboration across the Private Bank.

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