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
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