Senior Investment Advisor - Pnc Private Bank

PNC Bank

San Francisco, CA, US
Base: $80,000.00 – $284,050.00; bonus/equity: ince...
Investment account management
Client relationship management
Portfolio strategy execution
The role involves managing client accounts in accordance with developed investment objectives while providing actionable advice and market insights

Job Summary

  • The role involves managing client accounts in accordance with developed investment objectives while providing actionable advice and market insights.
  • Candidates are expected to maintain expert-level knowledge of complex investment strategies and support the expansion of financial services to clients.
  • PNC offers a comprehensive benefits package including medical coverage, 401(k) matching, pension plans, and up to 25 vacation days depending on career level.

Matching Summary

The role involves managing client accounts in accordance with developed investment objectives while providing actionable advice and market insights.

Salary

Base: $80,000.00 – $284,050.00; Bonus/Equity: Incentive eligible based on performance; Benefits: Comprehensive medical, dental, vision, 401(k), pension, and paid time off

Skills & Requirements

Must-have

  • Investment account management
  • Client relationship management
  • Portfolio strategy execution
  • Risk management practices
  • Asset under management growth

Nice-to-have

  • Inclusive workplace culture
  • Actionable market insight
  • Customized customer solutions
  • Enterprise risk framework alignment

Key Requirements

  • 8+ years industry relevant experience
  • University degree or equivalent combination
  • No visa sponsorship provided

Work Rights

Not specified

Tailored Resume

Cover Letter