Senior Wealth Advisor, Private Bank – Palm Beach

PNC Financial Services; Boca Raton (FL); On-site; USD 130,000 - 190,000; Full time

Job summary

PNC Financial Services in Palm Beach, Florida is seeking a Senior Investment Advisor within Private Bank to manage client portfolios and deliver comprehensive investment guidance. You will work with clients to implement investment strategies, monitor performance, and provide market insights in a highly collaborative, in-office environment.

The role emphasizes building enduring client relationships, expanding assets under management, and adhering to risk management standards as part of day-to-day

Qualifications

• University degree required; 8+ years of industry experience is typical.
• Bachelor's degree is common; higher degrees or certifications desirable.
• In lieu of a degree, a comparable combination of education, certification and experience may be considered.

Responsibilities

• Manages accounts aligned with client investment objectives and strategy.
• Delivers investment advisory services, market insights and performance reporting.
• Maintains expert knowledge of complex investment and asset management strategies.
• Supports and may lead sales efforts by expanding financial services to clients.
• Implements risk management practices following PNC policies.

Skills

Accountability

Budget Management

Competitive Advantages

Decision Making

Finance Strategy

Financial Modeling

Investment Management

Relationship Management

Client Relationship Management

Critical Thinking

Effective Communications

Investment Consulting

Portfolio Management

Products and Services

Value Selling

Education

Bachelor's degree

Job description

PNC Financial Services in Palm Beach, Florida is seeking a Senior Investment Advisor within Private Bank to manage client portfolios and deliver comprehensive investment guidance. You will work with clients to implement investment strategies, monitor performance, and provide market insights in a highly collaborative, in-office environment.

The role emphasizes building enduring client relationships, expanding assets under management, and adhering to risk management standards as part of day-to-day