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PNC · 3 days ago

Investment Advisor Sr

IN - Fort Wayne (46802)

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

PNC is a leading financial services institution, and they are seeking a Senior Investment Advisor within their Private Bank organization. The role involves managing client accounts, delivering investment experiences, and maintaining expert-level knowledge of investment strategies while ensuring adherence to risk management practices.

BankingFinanceFinancial Services

No H1B

Responsibilities

Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy

Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies

Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client

Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals

Qualification

Investment ManagementPortfolio ManagementFinancial ModelingClient Relationship ManagementDecision MakingRelationship ManagementBudget ManagementValue SellingFinance StrategyEffective Communications