Senior Relationship Strategist: Private Banking Growth

PNC; Charleston (SC); On-site; USD 120,000 - 180,000; Full time

Job summary

PNC in Charleston, South Carolina, seeks a Senior Relationship Strategist to lead client management for high-net-worth clientele within the Private Bank. You will develop and execute relationship plans, oversee a book of business, and collaborate with teammates to deliver exceptional client experiences.

Ideal candidates bring extensive experience in relationship management, a strong track record in identifying sales opportunities, and the ability to balance risk with profitability.

Qualifications

• Roles at this level typically require a university / college degree.
• Industry relevant experience is typically 8+ years.
• No specific certifications are required.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Develops a relationship management plan to acquire and retain clients.
• Grows the book of business through client expansion and new clients.
• Collaborates with team to determine action plans and ensure proactive service.
• Manages risk and ensures service delivery aligns with fees.
• Maintains sales/client relationship administration and may mentor others.

Skills

Book Of Business

Client Relationship

Customer Engagement

Decision Making

Financial Analysis

Sales Opportunities

Education

Bachelor's

Job description

PNC in Charleston, South Carolina, seeks a Senior Relationship Strategist to lead client management for high-net-worth clientele within the Private Bank. You will develop and execute relationship plans, oversee a book of business, and collaborate with teammates to deliver exceptional client experiences.

Ideal candidates bring extensive experience in relationship management, a strong track record in identifying sales opportunities, and the ability to balance risk with profitability.