Senior Relationship Strategist – PNC Private Bank
| Company | PNC Financial Services |
|---|---|
| Location | Boston, MA, USA |
| Salary | $104000 – $209300 |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s, PhD |
| Experience Level | Senior, Expert or higher |
Requirements
- University/college degree
- 8+ years of industry-relevant experience
- Higher level education such as a Masters degree, PhD, or certifications is desirable
- Specific certifications are often required
Responsibilities
- Leads or supports client management activities with clients and prospective clients
- Responsible for the development and execution of a relationship management plan to acquire and retain clients
- Coordinates with team to determine action plan through thorough discovery of client needs
- Held accountable for the growth of their book of business through client expansion and new client acquisition
- Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged
- Maintains timely, accurate and complete sales/client relationship management administration tasks
Preferred Qualifications
- Book Of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities