SR RELATIONSHIP MGR

Company:	PNC Financial Services Group, Inc. Company Profile \| Current Opportunities (20)
Job Location(s):	Milwaukee
Employment Term:	Regular
Employment Type	Full Time
Start Date:	As soon as possible
Starting Salary Range:	Not Provided
Required Education:	Bachelor's Degree
Required Experience:	Open
Related Categories:	Banking - General, Sales - Inside, Customer Service - General, Banking - Management, Finance - Advisor/Services

Position Description


Auto req ID	64787BR
Position Title	SR RELATIONSHIP MGR
Line of Business	Asset Management
Company	PNC Bank NA
City	WI - Milwaukee
Building Location Code	WI033 - 411 Wisconsin
Job Type	Regular
Job Status	Full Time
Job Description	As a Relationship Manager and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms with over $73 billion in assets under management and more than 47 offices in 10 states and Washington, D.C. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals. You'll be based in Milwaukee, Wisconsin. Your position reports to an EVP/Managing Director. In a typical day as a Relationship Manager for PNC Wealth Management you will focus on identifying and developing new opportunities to deliver advice and solutions to existing clients, and with new Wealth Management prospects through referrals from centers of influence in the community, other PNC businesses, introductions from existing clients and other sales channels. Using your knowledge of wealth management and private banking services, you will work with Wealth Management team members to expand existing client relationships. You will serve as the primary contact for select high net worth clients. With your financial advisory skills, you will act as the "financial quarterback" for assigned client relationships involving frequent interaction with clients and active coordination of strategies with team members. You will lead the client relationship team to expand existing client relationships, improve client satisfaction, strengthen client commitment, ensure client retention and grow revenue for PNC Wealth Management. You will build referral relationships with other PNC businesses, professional and community contacts and existing clients to provide introductions of high net worth prospects to PNC Wealth Management. The successful candidate will have the following qualifications: Bachelor's degree with emphasis in Business Administration, Finance, Economics. Professional Certification (CFP) or other wealth management related professional licenses/certifications beneficial. Experience generally acquired through ten or more years sales/client service experience, preferably in wealth management. Knowledge of investment management strategy, process and products, trust solutions, general financial and/or estate planning techniques, banking and lending products. Demonstrate high level of expertise in sales, networking, negotiation, business acumen, relationship building and execution of responsibilities. Possess proficient interpersonal communication, writing and group presentation skills. PNC is an Equal Employment Opportunity/Affirmative Action Employer -- M/F/D/V/SO
Total Hours Per Week	40
HR Job Code	C08165 SR RELATIONSHIP MGR