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PNC Financial Services

Runs a national bank for people and businesses

Investment Advisor 2 - Institutional Asset Management, Healthcare Solutions

Asset ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A university or college degree is typically required, with 3+ years of relevant or direct industry experience; a comparable combination of education, job-specific certifications, and experience, including military service, may be considered in lieu of a degree.
  • Demonstrate knowledge, skills, and abilities appropriate to the role.
  • Apply knowledge of customer values and practices to prioritize customer needs and satisfaction and develop customized customer solutions.
  • Assess and manage risks associated with business objectives and activities in accordance with PNC’s Enterprise Risk Management Framework.

Responsibilities

  • Manage accounts in accordance with investment objectives developed with the client.
  • Deliver the PNC investment experience by providing clients with actionable advice, market insight, and reporting on investment results; begin demonstrating knowledge of investment and asset management strategies.
  • Maintain and grow assets under management and actively participate in business sales efforts by introducing and expanding financial services to clients.
  • Execute risk management practices by adhering to PNC policies and procedures.

Desired Qualifications

  • Accountability, budget management, competitive advantages, decision making, finance strategy, financial modeling, investment management, and relationship management are preferred skills.
  • Certifications are often desired.

About the Company

PNC Financial Services

Runs a national bank for people and businesses

PNC Financial Services runs one of the largest banks in America, serving households and businesses of every size through branches, apps, and corporate bankers. Acquisitions turned it from a regional lender into a coast-to-coast bank, notably its purchases of National City during the 2008 financial crisis and BBVA USA in 2021. Consumers keep checking and savings accounts, such as Virtual Wallet with its built-in budgeting tools, and take out mortgages and credit cards, while companies borrow and manage cash through PNC. It earns most of its money on the gap between loan interest and deposit costs, and the rest from fees. PNC traces its roots to a savings bank founded in 1845 and is based in Pittsburgh, Pennsylvania.

Company size
10,001+
Company stage
IPO
Headquarters
Pittsburgh, PA
Founded
1845

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