Strategic Private Banking Relationship Leader

Fairygodboss; Charleston (SC); On-site; USD 110,000 - 150,000; Full time

Job summary

PNC in Charleston, SC is seeking a Senior Relationship Strategist for its Private Bank. Based in Charleston, you will lead relationship management for a defined book of business, delivering exceptional service and driving client growth in a high-touch advisory environment.

The role emphasizes thoughtful risk management, cross-functional collaboration, and mentoring teammates while expanding client relationships and aligning offerings with client goals.

Qualifications

• University/college degree required; higher degrees/desirable.
• 8+ years relevant industry experience.

Responsibilities

• Lead client management with a book of business and strategy to acquire/retain clients.
• Coordinate discovery to deliver proactive client experience and match needs with offerings.
• Grow book of business through new relationships and client expansion.
• Manage risk and ensure service delivery aligns with fees; coordinate with risk partners.
• Maintain sales CRM tasks and mentor team members as needed.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC in Charleston, SC is seeking a Senior Relationship Strategist for its Private Bank. Based in Charleston, you will lead relationship management for a defined book of business, delivering exceptional service and driving client growth in a high-touch advisory environment.

The role emphasizes thoughtful risk management, cross-functional collaboration, and mentoring teammates while expanding client relationships and aligning offerings with client goals.