Senior Private Banking Relationship Strategist

PNC; Boston (MA); On-site; USD 133,000 - 296,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Stock purchase plan

Job summary

PNC Private Bank in Boston is seeking a Senior Relationship Strategist to support the Boston market and help grow the New England business. You will lead client management activities and develop a relationship plan to deliver an exceptional client experience.

The role requires a strong sales orientation, technical knowledge, and a developed local network of wealth-focused professionals. You will manage a book of business and collaborate with partners to drive growth.

Qualifications

• Roles at this level typically require a university / college degree.
• Higher level education such as a Masters degree, PhD, or certifications is desirable.
• Industry relevant experience is typically 8+ years.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Responsible for the development and execution of a relationship management plan to acquire and retain clients.
• Manages a book of business and ensures exceptional client experience.
• May train, coach and/or mentor other team members.

Skills

Book of Business

Client Relationships

Customer Engagement

Decision Making

Financial Analysis

Sales Opportunities

Education

Bachelor's degree

Job description

PNC Private Bank in Boston is seeking a Senior Relationship Strategist to support the Boston market and help grow the New England business. You will lead client management activities and develop a relationship plan to deliver an exceptional client experience.

The role requires a strong sales orientation, technical knowledge, and a developed local network of wealth-focused professionals. You will manage a book of business and collaborate with partners to drive growth.