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Wealth Strategist Sr. - PNC Private Bank @ PNC

Pittsburgh, Pennsylvania, USOnsiteFull-time
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About this role

Join our team as a Senior Wealth Strategist at PNC Private Bank, where you'll develop and implement complex tax, estate, and financial plans for high-net-worth clients. Leverage your expertise in client relationship management and investment banking to drive client success and growth. Shape the future of wealth management with a leading financial institution.. Category: Asset Management & Private Banking

Skills

tax planningestate planningclient relationship managementfinancial analysisinvestment bankingcapital managementclient prospectingrisk managementnetworkingdecision makingbusiness acumenvalue sellingfinancial operationsrevenue recognitionsales opportunity identification

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