Investment Advisor Sr
| Company | PNC Financial Services |
|---|---|
| Location | San Antonio, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC’s Enterprise Risk Management Framework.
Responsibilities
- Manages accounts in accordance with investment objectives that have been developed with the client.
- Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.
- Responsible for maintaining and growing assets under management.
- Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client.
- Executes risk management practices through the adherence to PNC’s policies and procedures.
- Supports the Functional Director in the oversight, performance management, and coaching of investment professionals.
Preferred Qualifications
- Accountability
- Budget Management
- Competitive Advantages
- Decision Making
- Finance Strategy
- Financial Modeling
- Investment Management
- Relationship Management