5 дней назад
Senior Investment Advisor - PNC Private Bank
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Investment Advisor - PNC Private Bank (Investment Management): Managing client investment accounts and delivering actionable portfolio advice, market insight, and investment reporting with an accent on complex investment strategies, asset management, and client relationship management. Focus on growing assets under management, supporting financial services sales, managing investment risk, and guiding investment professionals.
Location: Onsite in Troy, Michigan, United States
Company
is a banking and financial services company providing private banking and investment management solutions.
What you will do
- Manage client accounts in line with established investment objectives.
- Provide actionable investment advice, market insight, and reporting on investment results.
- Apply complex investment and asset management strategies to support portfolio health.
- Maintain and grow assets under management while supporting the expansion of financial services for clients.
- Follow investment risk management policies and procedures and provide direction to investment professionals when needed.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- Typically 8+ years of relevant industry experience.
- Knowledge of investment management, portfolio management, financial modeling, and investment consulting.
- Strong client relationship management, communication, decision-making, and critical-thinking skills.
- Ability to work in the Troy, Michigan office; does not provide employment visa sponsorship or participate in STEM OPT for this position.
Culture & Benefits
- Inclusive workplace focused on customer service, collaboration, and risk management.
- Medical, prescription drug, dental, and vision coverage options.
- 401(k) with company match, pension, stock purchase plan, and financial wellness incentives.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and tenure.
- Additional support may include disability protection, dependent care, backup care, adoption, surrogacy, doula reimbursement, and educational assistance.
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