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 Licensed Private Client Manager

Details
Country: USA
Location: DC Washington
Total applied: 15

Relevant Work Experience: 2+ to 5 Years
Career Level: Manager (Manager/Supervisor of Staff)
Education Level: Bachelor's Degree
Job Type: Employee
Job Status: Full Time

Licensed Private Client Manager

Relationship Managers will be responsible for developing and growing broad-

based client relationships, increasing PNC's share of wallet in the affluent market arena and providing exceptional levels of customer service. Relationship Managers will provide holistic financial advice to existing and potential private clients. Through in depth profiling, consultative selling and exceptional service the Relationship Manager will be accountable for growing the relationships of a dedicated group of customers. Relationship Managers will partner with Branch Managers and Staff, Business Banking, Investments and Wealth Management to create and capitalize on sales opportunities with their dedicated group of customers. Although Relationship Managers will be required to have investment licenses, these licenses will be used for holistic conversations and not for selling investment products.


 

A minimum of 3-5 years in a sales/revenue-based environment; 2-3 years previous experience in a financial sales environment, demonstrated ability to work in a revenue-based, incentive-driven environment; demonstrated consultative sales skills, verbal and written communication skills and partnership skills; and ability to work on a book of business. Bachelor?s degree or equivalent work experience required. Series 6 and 63 licenses are required.

 

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