Virtual Premier Banker - PNC Wealth Management
Core
Drive Mass Affluent client acquisition, outreach, and retention virtually to generate revenue and deepen share of wallet.
Role type
Virtual Premier Banker (Mass Affluent)
Builds
Client relationships and financial wellness solutions for Mass Affluent households
Domain
Wealth Management / Banking
Deliverable
client delivery
Required skills
consultative sales, client relationship management, risk management, sales strategy, ecosystem partnership management, financial planning
Preferred skills
FINRA Series 7, 66 (or 63 & 65), Life and Health Insurance licensing
Technologies
sales tools, client relationship management systems
Responsibilities
Proactively generate and manage leads and hold virtual client appointments; Develop and execute strategies for client acquisition and retention; Virtually develop internal partnerships and ecosystem leadership as a Center of Influence; Deliver tailored financial wellness solutions; Manage risk and maximize profitability for the client portfolio.
Seniority
Mid-level, hands-on IC