Wealth Relationship Manager III

PNC; Cleveland (OH); On-site; USD 112,000 - 250,000; Full time

Benefits offered by this job

Health benefits

Dental and vision options

401(k) with company match

Job summary

PNC is seeking a Relationship Manager III within Private Bank Connect, based in Cleveland, OH or within the Private Bank footprint. The role focuses on growth of a book of business, seeking investment and banking opportunities with warm leads and ongoing client communication.

Ideal candidates have investment knowledge; Series 7/63 is a plus but not required. In-office culture at PNC emphasizes balance and collaboration, with no visa sponsorship for this position.

Qualifications

• University degree typically required and 5+ years of relevant experience.
• Experience building and managing client relationships in wealth/ investments is preferred.

Responsibilities

• Leads client management activities and executes a relationship management plan.
• Sours new relationships and grows the book of business.
• Maintains proactive client communication to expand opportunities.
• Partners with team to understand client needs and deliver tailored solutions.
• Manages risk and ensures compliance with appropriate processes.

Skills

Book Of Business

Client Relationship Building

Customer Engagement

Decision Making

Financial Analysis

Identifying Sales Opportunities

Education

Bachelors

Job description

PNC is seeking a Relationship Manager III within Private Bank Connect, based in Cleveland, OH or within the Private Bank footprint. The role focuses on growth of a book of business, seeking investment and banking opportunities with warm leads and ongoing client communication.

Ideal candidates have investment knowledge; Series 7/63 is a plus but not required. In-office culture at PNC emphasizes balance and collaboration, with no visa sponsorship for this position.