Sunday, September 16, 2012

Senior Investment Advisor

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Job Description
As a Sr. Investment Advisor and member of PNC's Wealth Management organization, you will be part of one of the nation's largest wealth management firms. You will be joining a team of seasoned investment professionals managing our investment advisory services, utilizing sophisticated market strategies and top quality research. You will also be working with highly experienced private bankers and talented, credentialed trust and wealth planning professionals.In a typical day, you will consult with clients to develop an investment policy statement defining the investment strategy for the relationship. With your technical investment expertise, you will construct and execute a broad based investment portfolio which includes multiple asset classes based on the investment policy statement and PNC's investment strategy, monitor and implement recommended portfolio changes, and conduct periodic investment meetings with clients. You will also communicate investment performance relative to benchmarks and reconcile the results with the stated objectives. Using your communication skills and salesmanship, you will proactively introduce investment solutions and new ideas, acquire additional assets from existing clients, obtain referrals from satisfied clients and support the sales team in securing new relationship. In addition you will acquire and grow new business from existing portfolio and through client referrals and outside contacts.The successful candidate will have the following qualifications:10 years related experience in financial services industry Bachelor's degree required Expertise with regard to investment products including alternative investments and non proprietary funds Leadership and relationship management skills Superior Technical Investment expertise Presentation and Salesmanship skills Must have solid understanding of financial markets Must be able to effectively communicate at all levels, internally and externally Must be able to listen and interpret, to gather objective information, to negotiate, respond or inspire at all levels of interaction CFA, CFP or other professional certification preferredSpecial Job RequirementsEEO StatementPNC is an Equal Employment Opportunity/Affirmative Action Employer - M/F/D/V/SOShiftDaylightTotal Hours Per Week40Travel20% - 40%HR Job CodeC07659 SR INVESTMENT ADVISOR

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