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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment management, client relationship management, and risk assessment while delivering actionable financial advice and customized solutions to meet client needs. Proficient in financial modeling, investment reporting, and adhering to regulatory requirements.
Highest-signal resume keywords
Investment ManagementClient Relationship ManagementFinancial ModelingRisk AssessmentInvestment Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingInvestment ManagementPortfolio ManagementValue SellingInvestment Consulting
Soft Skills
Effective CommunicationDecision MakingCritical Thinking
Industry Keywords
Enterprise Risk ManagementBudget ManagementAccountabilityFinancial StrategyMarket Insight
About the role
Key responsibilities & impact- Support management of accounts according to investment objectives developed with clients
- Support delivery of the PNC investment experience through actionable advice, market insight, and investment-results reporting
- Potentially maintain and grow assets under management
- Participate in sales efforts by introducing and expanding financial services for clients
- Support risk-management practices by adhering to PNC policies and procedures
- Create customized customer solutions aligned with customer needs and satisfaction
- Assess and manage risks associated with business objectives and activities under PNC's Enterprise Risk Management Framework
Requirements
What you’ll need- University/college degree typically required, or comparable combination of education, job-specific certification(s), and experience in lieu of a degree
- 2+ years of relevant professional experience
- Bachelor's degree listed under Education
- Knowledge of accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management
- Competency in client relationship management, decision making and critical thinking, effective communications, investment consulting, investment reporting, portfolio management, products and services, and value selling
- Must not require employment visa sponsorship
- Must not require STEM OPT
- Subject to Section 19 of the FDIA and, for registered roles, the SAFE Act and/or FINRA requirements regarding certain criminal history
Benefits
Comp & perks- Medical/prescription drug coverage with a Health Savings Account feature
- Dental and vision options
- Employee and spouse/child life insurance
- Short- and long-term disability protection
- 401(k) with PNC match
- Pension plan
- Stock purchase plan
- Dependent care reimbursement account
- Back-up child/elder care
- Adoption, surrogacy, and doula reimbursement
- Educational assistance, including select programs fully paid
- Robust wellness program with financial incentives
- Maternity and/or parental leave
- Up to 11 paid holidays each year
- 9 occasional absence days each year, unless otherwise required by law
- 15 to 25 vacation days each year, depending on career level
- Additional paid time off based on years of service