Senior Investment Advisor - PNC Private Bank
PNC Financial Services
- San Antonio, TX
- Permanent
- Full-time
- Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
- 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. Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
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