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Investment Director

Jobtailor

Responsibilities Support an established, high performing team of Investment Advisors Collaborate with Advisors on UHNW and Family Office clients Communicate clearly and collaborate effectively Lead new client acquisition and deepen existing relationships Partner with advisors and clients to drive growth Collaborate closely with other PNC leaders on shared priorities Ensure adherence to risk management practices Requirements 8+ years of industry experience University / college degree Higher level education such as a Masters degree, or PhD is desirable Specific certifications are often required Ability to manage complex accounts with large and complex account types Soft Skills Communication Collaboration Leadership Relationship management Client acquisition Growth strategy Risk management #J-18808-Ljbffr

Vacancy posted more than 2 months ago

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