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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 and portfolio oversight, with a strong focus on client relationship management and risk management practices. Proficient in delivering actionable investment advice and maintaining compliance with regulatory standards.
Highest-signal resume keywords
Investment ManagementPortfolio ManagementClient Relationship ManagementRisk ManagementFinancial Modeling
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment StrategiesAsset ManagementBudget ManagementDecision MakingFinance Strategy
Soft Skills
Effective CommunicationCritical ThinkingAccountability
Tools & Technologies
Microsoft Teams
Industry Keywords
ComplianceInvestment ConsultingValue SellingFinancial ServicesSales Efforts
About the role
Key responsibilities & impact- Manage client investment portfolios in accordance with investment objectives developed with clients
- Deliver PNC’s investment experience through actionable advice, market insight, and investment-results reporting
- Provide ongoing portfolio management, including monitoring investment performance and managing portfolio risk
- Address compliance-related items accurately and promptly
- Maintain and grow assets under management through self-sourced opportunities, teammate referrals, and partnerships with other PNC business lines
- Participate in sales efforts through the introduction and expansion of financial services to clients
- Serve as a trusted advisor through regular communication and proactive engagement, including established monthly client contact
- Collaborate with Banking Advisors, Relationship Strategists, Investment Associates, and Portfolio Administrators
- Execute risk management practices in accordance with PNC policies and procedures
- Conduct primarily virtual client interactions via telephone and Microsoft Teams video meetings
Requirements
What you’ll need- University / college degree typically required
- 3+ years of relevant / direct industry experience
- Comparable combination of education, job-specific certification(s), and experience, including military service, may be considered in lieu of a degree
- Knowledge of investment and asset management strategies
- Skills in accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management
- Competencies in client relationship management, decision making and critical thinking, effective communications, investment consulting, portfolio management, products and services, and value selling
- No required certifications
- No required licenses
- No required or preferred language assessments
- Must not require employment visa sponsorship or STEM OPT participation
- Subject to Section 19 of the Federal Deposit Insurance Act and, for registered roles, the SAFE Act and/or FINRA requirements concerning certain criminal histories
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
- 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 and years of service