Senior Private Banking Relationship Strategist

PNC; Boston (MA); In loco; USD 133.000 - 296.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical coverage

Dental & Vision

401(k) with company match

Education assistance

Pension and stock purchase plans

Paid holidays and vacation

Descrizione del lavoro

PNC in Boston is seeking a Sr. Relationship Strategist within the Private Bank to lead client management activities and drive growth for the Boston market and the broader New England region.

You will develop and execute relationship management plans to acquire and retain clients while delivering an exceptional client experience. The role requires strong sales DNA, a solid local network, and the ability to collaborate with risk partners to meet client goals.

Competenze

• Experience in sales and relationship management within financial services.
• Ability to identify opportunities and drive client engagement.
• Strong communication and presentation skills.

Mansioni

• Lead client management activities with clients and prospective clients.
• Develop and execute a relationship management plan to acquire and retain clients.
• Ensure ongoing exceptional client experience and manage a book of business.
• Coordinate with team to determine action plans through client needs discovery.
• Expand the book of business by client expansion and new client acquisition.

Conoscenze

Sales DNA

Technical knowledge

Local network

Formazione

Bachelors

Descrizione del lavoro

PNC in Boston is seeking a Sr. Relationship Strategist within the Private Bank to lead client management activities and drive growth for the Boston market and the broader New England region.

You will develop and execute relationship management plans to acquire and retain clients while delivering an exceptional client experience. The role requires strong sales DNA, a solid local network, and the ability to collaborate with risk partners to meet client goals.