Senior Private Banking Relationship Lead

PNC; Troy (MI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical/prescription drug coverage

Dental and vision options

401(k) with company match

Pension and stock purchase plans

Paid time off between 15 to 25 days annually

Educational assistance

Job summary

A leading financial institution seeks a Senior Relationship Strategist to manage client relationships in Troy, Michigan. The role entails developing and executing management plans, ensuring exceptional client experiences, and expanding the client base. Candidates should possess a Bachelor's degree and have over 8 years of relevant industry experience. This position offers extensive benefits and fosters a supportive workplace culture.

Qualifications

• 8+ years of industry experience required.
• University/College degree, Masters or PhD is a plus.
• No required certifications.

Responsibilities

• Lead client management activities and develop management plans.
• Ensure exceptional client experience through thorough discovery.
• Acquire and retain clients by managing a book of business.
• Manage risk and ensure consistent service delivery.
• Maintain accurate sales/client relationship management administration.

Skills

Client Relationship Building

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelor's degree

Job description

A leading financial institution seeks a Senior Relationship Strategist to manage client relationships in Troy, Michigan. The role entails developing and executing management plans, ensuring exceptional client experiences, and expanding the client base. Candidates should possess a Bachelor's degree and have over 8 years of relevant industry experience. This position offers extensive benefits and fosters a supportive workplace culture.