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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, financial modeling, and portfolio management while providing customized solutions for high-net-worth and ultra-high-net-worth clients. Strong ability to assess risks and deliver actionable advice aligned with clients' wealth strategies.
Highest-signal resume keywords
Investment ManagementFinancial ModelingPortfolio ManagementClient Relationship ManagementRisk Management
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 ManagementFinancial ModelingPortfolio ManagementInvestment ConsultingFinance StrategyAsset Management Strategies
Soft Skills
Effective CommunicationDecision MakingCritical Thinking
Industry Keywords
High-Net-Worth ClientsUltra-High-Net-Worth ClientsEnterprise Risk Management FrameworkFDIA Section 19SAFE ActFINRA Requirements
About the role
Key responsibilities & impact- Partner with Private Bank markets for clients’ brokerage needs
- Advise high-net-worth and ultra-high-net-worth clients on transactional needs as part of their overall wealth strategy
- Manage accounts in accordance with investment objectives developed with clients
- Deliver the PNC investment experience through actionable advice, market insight, and investment-results reporting
- Maintain and grow assets under management
- Participate in sales efforts by introducing and expanding financial services for clients
- Execute risk-management practices in accordance with PNC policies and procedures
- Assess and manage risks associated with business objectives and activities under PNC’s Enterprise Risk Management Framework
- Provide customer-focused, customized client solutions
Requirements
What you’ll need- University / college degree typically required
- 3+ years of relevant / direct industry experience
- Bachelor's degree
- Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree
- Knowledge of investment and asset management strategies
- Ability to advise HNW/UHNW client base for transactional needs
- Investment management, financial modeling, finance strategy, portfolio management, and investment consulting knowledge
- Client relationship management and relationship management skills
- Decision making and critical thinking
- Effective communication skills
- PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position
- Must comply with applicable FDIA Section 19 and, for registered roles, SAFE Act and/or FINRA requirements
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
- 15 to 25 vacation days each year, depending on career level
- Incentive-eligible compensation based on company, business and/or individual performance