Relationship Manager Sr – Amg
| Company | PNC Financial Services |
|---|---|
| Location | Kalamazoo, MI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Extensive experience working with high net worth and ultra-high net worth clients
- Current knowledge of local market and centers of influence
- University/college degree
- Industry relevant experience typically 8+ years
- Specific certifications may be 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 service delivery is consistent with 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