Senior Relationship Strategist - PNC Private BankAMG
$159,600–$296,400 year
On-siteSan Diego, California, United States
Job Summary
Lead client management activities by developing and executing relationship management plans to acquire and retain clients. Manage a book of business through proactive sourcing, external networking, and expansion opportunities while ensuring exceptional client experiences. Coordinate with teams to determine action plans based on thorough discovery of client needs and consistently review assessments for changes. Hold team members accountable for deliverables and growth through client expansion, while managing risk through appropriate client selection and escalation of concerns. Maintain accurate sales and relationship administration tasks, including pre-call planning and post-call debriefs. May train, coach, and mentor other team members and participate in special projects to strengthen the overall business.
Required Qualifications
- university / college degree
- 8+ years Industry relevant experience
- Specific certifications
- FINRA license
- SAFE Act compliance
- CDL
Desired Qualifications
- Masters degree
- PhD
- certifications (in lieu of degree)
- military service (in lieu of degree)
- Book Of Business
- Client Relationship Building
- Customer Engagement
- Decision Making
- Financial Analysis
- Identifying Sales Opportunities
- Client Relationship Management
- Communicating for Impact
- Decision Making and Critical Thinking
- Influencing
- Managing Multiple Priorities
- Products and Services
- Understanding Customer Needs
- Value Selling
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