Senior Private Wealth Investment Advisor

PNC; Cleveland (OH); On-site; USD 112,000 - 208,000; Full time

Benefits offered by this job

Medical coverage

401(k) with company match

Pension and stock purchase plans

Job summary

PNC invites applications for an Investment Advisor III in its Private Bank based in Cleveland, OH. You will manage client accounts, deliver investment guidance, and implement complex asset strategies while driving growth in assets under management.

Role emphasizes risk management, client relationship management, and cross-sell of financial services within a high-performing team. This is a full-time position with a focus on sophisticated investment solutions and client service excellence.

Qualifications

• Candidates should possess a university degree and relevant industry knowledge.
• Experience with investment management and client advisory practices is preferred.
• Ability to navigate complex investment strategies and risk management.

Responsibilities

• Manage client accounts in line with investment objectives established with the client.
• Deliver the PNC investment experience with actionable advice, market insight and reporting.
• Demonstrate knowledge of complex investment and asset management strategies.
• Grow assets under management and support sales through client introductions and expansions.
• Adhere to PNC policies to execute risk management practices.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Client Relationship Management

Decision Making and Critical Thinking

Effective Communications

Investment Consulting

Portfolio Management

Products and Services

Value Selling

Education

Bachelor's

Job description

PNC invites applications for an Investment Advisor III in its Private Bank based in Cleveland, OH. You will manage client accounts, deliver investment guidance, and implement complex asset strategies while driving growth in assets under management.

Role emphasizes risk management, client relationship management, and cross-sell of financial services within a high-performing team. This is a full-time position with a focus on sophisticated investment solutions and client service excellence.