PNC · 3 months ago
Investment Advisor III - PNC Private Bank
KY - Lexington
Full-time
Onsite
Senior Level
5+ years expPNC is a leading financial services company that values its people as its greatest asset. As an Investment Advisor III within the PNC Private Bank organization, you will manage client accounts, provide investment advice, and support the growth of assets under management while adhering to risk management practices.
BankingFinanceFinancial Services
No H1B
Responsibilities
Manages accounts in accordance with investment objectives that have been developed with the client
Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
Demonstrates knowledge of complex investment and asset management strategies
Responsible for maintaining and growing assets under management. Additionally supports 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
Qualification
Required
5+ years of industry-relevant experience
University / college degree or a comparable combination of education, job specific certification(s), and experience (including military service)
Knowledge of complex investment and asset management strategies
Ability to manage accounts in accordance with investment objectives developed with the client
Ability to deliver actionable advice, market insight, and reporting on investment results
Ability to maintain and grow assets under management
Ability to support sales efforts through the introduction and expansion of financial services to clients
Ability to execute risk management practices through adherence to PNC's policies and procedures
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Managing Risk - Assessing and effectively managing all of the risks associated with business objectives and activities
Preferred
Accountability
Budget Management
Competitive Advantages
Decision Making
Finance Strategy
Financial Modeling
Investment Management
Relationship Management
Client Relationship Management
Decision Making and Critical Thinking
Effective Communications
Investment Consulting
Portfolio Management
Products and Services
Value Selling
Benefits
Medical/prescription drug coverage (with a Health Savings Account feature)
Dental and vision options
Employee and spouse/child life insurance
Short and long-term disability protection
401(k) with PNC match
Pension and stock purchase plans
Dependent care reimbursement account
Back-up child/elder care
Adoption, surrogacy, and doula reimbursement
Educational assistance, including select programs fully paid
A robust wellness program with financial incentives
Maternity and/or parental leave
Up to 11 paid holidays each year
9 occasional absence days each year, unless otherwise required by law
Between 15 to 25 vacation days each year, depending on career level and years of service
Company
PNC
PNC is a financial service company providing bank deposits products and services to its community.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1975-11-17IPO
Leadership Team
Keith Hayes
SVP, PNC Aviation Finance
M
Michael Gaber
Senior Vice President - Originations
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