Wealth Strategist Sr. - PNC Private Bank
Quantitative Marketing(12 days ago)
About this role
A Wealth Strategist Sr. at PNC's Private Bank develops and implements complex financial and estate plans for clients, managing relationships and seeking new business opportunities. The role involves collaborating with planning teams, conducting research and analyses, and expanding client assets.
Required Skills
- wealth Management
- Estate Planning
- Tax Planning
- Financial Analysis
- Client Relationship Management
- Investment Strategies
- Networking
- Problem Solving
- Value Selling
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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