6 дней назад
Premier Client Banker - PNC Wealth Management (Fintech)
63 750 - 106 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Premier Client Banker - PNC Wealth Management (Fintech): Developing and executing client acquisition, retention, and financial wellness strategies for mass affluent households with an accent on consultative selling, relationship management, and revenue growth. Focus on coordinating banking and investment partners, converting sales opportunities, managing portfolio risk, and delivering tailored client solutions.
Location: Hilliard, Ohio, United States; in-office position
Base salary: $63,750–$106,250 per year, plus incentive eligibility.
Company
is a banking and wealth management organization focused on delivering customer-focused financial products and services.
What you will do
- Develop and execute strategies to acquire, engage, and retain mass affluent clients.
- Generate and manage leads, client appointments, and sales opportunities.
- Build internal partnerships and coordinate ecosystem experts to deliver tailored client solutions.
- Manage client portfolios, profitability, risk, onboarding, servicing, and relationship administration.
- Deliver mass affluent advice and planning through collaboration with a Financial Advisor.
- Provide proactive service and financial wellness guidance while strengthening client advocacy.
Requirements
- Bachelor’s degree required, or a comparable combination of education, certification, and experience.
- 3+ years of relevant or direct industry experience.
- Knowledge of banking products, relationship management, customer retention, selling, and customer experience management.
- Strong communication, collaboration, decision-making, critical-thinking, and prioritization skills.
- Must work in the Hilliard, Ohio office.
- does not provide employment visa sponsorship or participate in STEM OPT for this position.
Nice to have
- FINRA Series 7 and 66, or Series 63 and 65.
- Life and Health Insurance licensing.
Culture & Benefits
- Inclusive, supportive, and accessible workplace culture.
- Medical, prescription, dental, vision, life, and disability coverage options.
- 401(k) matching, pension, stock purchase plans, and dependent care support.
- Educational assistance, wellness programs, and financial incentives.
- Paid holidays, vacation days, parental leave, and occasional absence days.
Hiring process
- Candidates considered for the position may undergo additional background checks required by financial protection and regulatory requirements.
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