Investment Advisor I
Quantitative Marketing(1 month ago)
About this role
An Investment Advisor I in PNC’s Private Bank based in San Francisco provides investment advice and supports the management of client accounts to meet established investment objectives. The role delivers market insight and investment reporting, contributes to asset growth and sales efforts, and operates within PNC’s risk management framework.
Required Skills
- Investment Management
- Relationship Management
- Risk Management
- Financial Modeling
- Portfolio Management
- Client Advisory
- Investment Reporting
- 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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