Senior Fiduciary Advisor - Pnc Private Bank

PNC Private Bank

Houston, TX, USA
Fiduciary decision-making
Complex fiduciary accounts
Client relationship management
As a Senior Fiduciary Advisor, you will engage in fiduciary decision-making, administer complex accounts, and ensure compliance with all legal and fiduciary regulations

Job Summary

  • As a Senior Fiduciary Advisor, you will engage in fiduciary decision-making, administer complex accounts, and ensure compliance with all legal and fiduciary regulations.
  • The role involves managing risk, resolving legal and compliance issues, and communicating with clients to provide fiduciary advice and grow the fiduciary business.
  • PNC offers a comprehensive range of benefits including medical, dental, vision, life insurance, disability protection, 401(k) with match, pension, stock purchase plans, and various paid time off options.

Matching Summary

As a Senior Fiduciary Advisor, you will engage in fiduciary decision-making, administer complex accounts, and ensure compliance with all legal and fiduciary regulations.

Skills & Requirements

Must-have

  • Fiduciary decision-making
  • Complex fiduciary accounts
  • Client relationship management
  • Risk management
  • Legal and fiduciary regulations

Nice-to-have

  • Customer Focused
  • Inclusive workplace culture
  • Problem Solving
  • Value Selling

Key Requirements

  • 8+ years of industry relevant experience
  • University/college degree
  • Subject matter resource for fiduciary team
  • No Required Certification(s)
  • No Required License(s)

Work Rights

Not specified

Tailored Resume

Cover Letter