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Senior Wealth Strategist - PNC Private Bank @ PNC

Boston, Massachusetts, 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 growth and deliver tailored wealth solutions. Shape your career with a leading financial institution in Boston.. Category: Asset Management & Private Banking

Skills

capital managementclient relationship managementinvestment bankingfinancial analysistax planningestate planningrisk managementclient prospectingrevenue recognitionbusiness acumennetworkingdecision makingproblem solvingvalue sellingfinancial operations

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