Senior Private Banking Relationship Strategist

PNC Financial Services Group; Orlando (FL); Presencial; USD 110 000 - 160 000; Tempo integral

Resumo da oferta

PNC Financial Services Group in Orlando, FL seeks a Senior Relationship Strategist for the Private Bank to lead client management, grow a book of business, and deliver exceptional customer experiences. Based in-office in Orlando, you will drive strategy, manage risk, and mentor teammates to maximize client value.

You will engage with high-net-worth clients, align solutions across segments, and coordinate with partners to expand relationships while maintaining strict adherence to process and

Qualificações

• 8+ years of industry experience is typical.
• Bachelor's degree required; advanced degrees/certifications desirable.
• Ability to lead and mentor team members may be expected.

Responsabilidades

• Lead client management to acquire and retain clients and manage a book of business.
• Develop and execute a relationship management plan and ensure exceptional client experience.
• Coordinate with team to identify actions and align offerings to client needs.
• Grow book through new client acquisition and expansion with existing clients.
• Maintain risk controls and ensure service delivery aligns with fees.

Conhecimentos

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Formação académica

Bachelor's degree

Descrição da oferta de emprego

PNC Financial Services Group in Orlando, FL seeks a Senior Relationship Strategist for the Private Bank to lead client management, grow a book of business, and deliver exceptional customer experiences. Based in-office in Orlando, you will drive strategy, manage risk, and mentor teammates to maximize client value.

You will engage with high-net-worth clients, align solutions across segments, and coordinate with partners to expand relationships while maintaining strict adherence to process and