Private Client Group Relationship Manager
PNC
Total years of experience :2 years, 2 Months
Cultivate and managed new and existing client relationships of high net worth and influence promote a full array of wealth management and private banking products and services: deposits accounts, cash management and various loan needs. Manage 400 client portfolios
▪ Analyzed client portfolios on a periodic basis with the financial advisor to determined if portfolio rebalances are needed
▪ Coordination with specialist teams in the firm for asset allocation, manager selection and overall investments views
▪ Monitored client portfolios by reviewing investment allocations, comparing performance of various mutual funds, hedge funds, and third party money managers against appropriate benchmarks
▪ Understand the firm’s various investment platforms by participating in conference calls, attending investment manager meetings, and sharing with the financial advisor new developments