Senior Relationship Strategist

Company: PNC Financial Services Group
Location: San Francisco
Posted on: September 29, 2024

Job Description:

Senior Relationship Strategist Job Description
Develop and execute relationship management plans to acquire and retain high net worth and ultra high net worth clients, providing exceptional client experience and growing a book of business through client expansion and new client acquisition.

Responsibilities

• 
  
• Lead or support client management activities with clients and prospective clients, developing and executing relationship management plans to acquire and retain clients.
  
• Coordinate with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience.
  
• Held accountable for the growth of their book of business through client expansion and new client acquisition, developing and executing strategies for proactively sourcing new relationships for the bank.
  
• Manage risk through appropriate client selection and ensure that service delivery is consistent with the fees being charged.
  
• Maintain timely, accurate and complete sales/client relationship management administration tasks as determined by the business.
  
  
  Requirements
  
  • 
    
  • Extensive experience working with high net worth and ultra high net worth clients, preferably with an existing book of business.
    
  • Current knowledge of local market and centers of influence strongly preferred.
    
  • University/college degree, higher level education such as a Masters degree, PhD, or certifications is desirable.
    
  • Industry relevant experience is typically 8+ years.
    
    
    Key Skills
    
    • 
      
    • Book of business management
      
    • Client relations
      
    • Customer engagement
      
    • Decision making
      
    • Financial analysis
      
    • Identifying sales opportunities
      
      
      Competencies
      
      • 
        
      • Customer experience management
        
      • Customer service management
        
      • Decision making and critical thinking
        
      • Effective communications
        
      • Influencing
        
      • Managing multiple priorities
        
      • Products and services
        
      • Selling
        
      • Understanding customer needs
        
      • Value selling
        
        
        Benefits
        
        • 
          
        • Comprehensive range of benefits to help meet your needs now and in the future
          
        • Medical/prescription drug coverage, dental and vision options
          
        • Employee and spouse/child life insurance
          
        • Short and long-term disability protection
          
        • 401(k) with PNC match, pension and stock purchase plans
          
        • Dependent care reimbursement account
          
        • Back-up child/elder care
          
        • Adoption, surrogacy, and doula reimbursement
          
        • Educational assistance
          
        • Robust wellness program with financial incentives
          

Keywords: PNC Financial Services Group, Santa Cruz , Senior Relationship Strategist, Other , San Francisco, California