Wealth Growth Specialist - Dallas - beBeeClient

    beBeeClient
    beBeeClient Dallas

    1 week ago

    $80,000 - $120,000 (USD) per year *

    Job title: Premier Client Banker- PNC Wealth Management

    Description

    Job Summary:

    This is a key position in our Wealth Management organization, requiring a skilled professional to drive growth and revenue. The successful candidate will be responsible for developing and maintaining internal partnerships, managing risk, and maximizing profitability for entire portfolios of clients.

    • This role requires proactive lead generation and client appointment management, utilizing consultative conversational skills, experience, and knowledge of bank products and services.
    • The successful candidate will serve as the quarterback for all ecosystem partners, bringing in experts based on identified needs, and ensuring an exceptional experience in every interaction.
    • This role involves leveraging client insight and sales tools to translate into actionable sales strategies and tactics, proactively identifying and successfully converting sales opportunities and delivering an exceptional client experience.
    * This salary range is an estimation made by beBee
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