Strategic Relationship Leader - Private Banking

PNC Financial Services Group, Inc.; San Diego (CA); On-site; USD 160,000 - 296,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Life insurance

Disability protection

401(k) with company match

Pension and stock purchase plans

Dependent care reimbursement

Back-up child/elder care

Educational assistance

Wellness program

Job summary

PNC Financial Services Group, Inc. is seeking a Senior Relationship Strategist for its Private Bank in San Diego, CA. The role focuses on leading client management, expanding a book of business, and delivering exceptional service to high-net-worth clients.

The successful candidate will design and execute strategies to source new relationships, manage risk, and coordinate with partners to meet client goals while upholding PNC’s standards and fee structures.

Qualifications

• Bachelor's degree required or equivalent experience.
• 8+ years of industry experience.
• Experience with relationship management and client acquisition.

Responsibilities

• Leads client management activities with clients and prospective clients.
• Develops and executes a relationship management plan to acquire and retain clients.
• Manages a book of business and drives growth through client expansion.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Client Relationship Management

Communicating for Impact

Critical Thinking

Influencing

Managing Multiple Priorities

Products and Services

Understanding Customer Needs

Value Selling

Education

Bachelor's degree

Job description

PNC Financial Services Group, Inc. is seeking a Senior Relationship Strategist for its Private Bank in San Diego, CA. The role focuses on leading client management, expanding a book of business, and delivering exceptional service to high-net-worth clients.

The successful candidate will design and execute strategies to source new relationships, manage risk, and coordinate with partners to meet client goals while upholding PNC’s standards and fee structures.