Wealth Management Premier Advisor - Mass Affluent

Fairygodboss; Naperville (IL); On-site; USD 70,000 - 117,000; Full time

Benefits offered by this job

Medical and prescription coverage

Dental and vision

401(k) with employer match

Pension and stock purchase plans

Educational assistance

Wellness program

Paid holidays and vacation

Job summary

PNC Wealth Management is seeking a Premier Client Banker to develop and execute strategies for Mass Affluent client acquisition, outreach and retention. You will manage leads, appointments and partnerships to grow share of wallet with existing and new clients in the Chicago/Naperville area.

The role emphasizes proactive relationship management, access to a broad product suite, and collaboration with PNC Financial Advisors to deliver tailored Financial Wellness solutions.

Qualifications

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Responsibilities

• Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and deepening share of wallet with new and existing clients.
• Develops and maintains internal partnerships to drive new revenue, acquisition and growth. Manages risk and maximizes profitability for entire portfolio of clients. Delivers a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing.
• Leverages client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
• Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Develop ecosystem leadership inside and outside of the branch as a Center of Influence (COI). Own the client relationship and holds team accountable for deliverables. Owns client penetration goals with Eco-system partners. Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor.
• Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Differentiates client experience through advanced relationship building and conversation skills. Has advanced and progressive knowledge of business segment capabilities and offerings.
• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Skills

Banking Products

Business Acumen

Collaborating

Customer Experience Management

Customer Retention

Decision Making and Critical Thinking

Effective Communications

Managing Multiple Priorities

Products and Services

Relationship Management

Selling

Education

Bachelors (Required)

Job description

PNC Wealth Management is seeking a Premier Client Banker to develop and execute strategies for Mass Affluent client acquisition, outreach and retention. You will manage leads, appointments and partnerships to grow share of wallet with existing and new clients in the Chicago/Naperville area.

The role emphasizes proactive relationship management, access to a broad product suite, and collaboration with PNC Financial Advisors to deliver tailored Financial Wellness solutions.