Investment Advisor II

PNC Bank Indianapolis , IN 46218

Posted 1 month ago

Job Profile

  • Provides portfolio and relationship management services to clients with various levels of account type complexity and portfolio sizes. Manages accounts in accordance with investment objectives, incorporating PNCs investment approach, philosophy and platform. Responsible for delivering the PNC investment experience to clients. Additionally, responsible for maintaining and growing assets under management

  • Responsibility for providing portfolio and relationship management services to clients with various levels of account type complexity and portfolio sizes. Will manage these accounts in accordance with investment objectives that have been developed with the client, incorporating PNCs investment approach, philosophy and platform. Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies.

  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results.

  • Responsible for maintaining and growing assets under management. Additionally supports the sales efforts of the business through the introduction and expansion of financial services to the client .

  • Executes risk management practices through the adherence to PNC's policies and procedures.

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Investment Advisor II

PNC Bank