Investment Advisor I
Quantitative Marketing(1 month ago)
About this role
An Investment Advisor I at PNC's Private Bank is a client-facing investment professional based in Cleveland, OH who delivers PNC’s investment experience to private bank clients. The role supports account management, contributes to asset growth and sales initiatives, and operates within PNC’s risk and compliance framework.
Required Skills
- Investment Management
- Financial Modeling
- Portfolio Management
- Relationship Management
- Investment Reporting
- Decision Making
- Value Selling
Qualifications
- Bachelors
About Quantitative Marketing
pnc.comPNC Bank (PNC Financial Services Group), headquartered in Pittsburgh, PA, is a U.S. financial services company offering a broad suite of personal banking products including checking and savings accounts, credit cards, mortgages, home‑equity and auto loans, CDs and retirement accounts. It provides digital and mobile banking tools, online bill pay, card controls and a large branch and ATM network for everyday banking. PNC also offers wealth management, investment and retirement planning, plus small‑business banking and lending, positioning itself as a full‑service provider for individuals and businesses.
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