Investment Advisor II
Company: PNC Financial Services Group
Location: Fort Wayne
Posted on: September 14, 2019
At PNC, our people are our greatest differentiator and competitive
advantage in the markets we serve. We are all united in delivering
the best experience for our customers. As an Investment Advisor II
within PNC's Institutional Asset Management organization, you will
be based in Ft. Wayne, IN.
- 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
- 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
- Executes risk management practices through the adherence to
PNC's policies and procedures.
PNC Employees take pride in our reputation and to continue building
upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices
that align customer needs and satisfaction as primary
considerations in all business decisions and able to leverage that
information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the
risks associated with their business objectives and activities to
ensure they adhere to and support PNC's Enterprise Risk Management
CompetenciesClient Relationship Management Knowledge and ability to
determine and satisfy client needs and maintain a partnering
relationship during engagements; includes influencing,
communicating, presenting, facilitating, managing and developing
Decision Making and Critical Thinking Understanding of the issues
related to the decision-making process; ability to analyze
situations fully and accurately, and reach productive
Effective Communications Understanding of effective communication
concepts, tools and techniques; ability to effectively transmit,
receive, and accurately interpret ideas, information, and needs
through the application of appropriate communication behaviors.
Investment Consulting Knowledge of and ability to use various
techniques to design and implement investment strategies according
to investment objectives as well as to provide effective portfolio
management and to maximize investment returns.
Portfolio Management Knowledge of and ability to utilize the tools,
techniques, and acceptable business practices associated with
managing a client's securities investments.
Products and Services Knowledge of major products and services and
product and service groups; ability to apply this knowledge
appropriately to diverse situations.
Value Selling Knowledge of the principles and practices for selling
products, technology and services; ability to provide overall
product/service 'value' and differentiating support offerings that
address clearly understood customer needs.
Roles at this level typically require a university / college
degree, with 5+ years of industry-relevant experience. Specific
certifications are often required. In lieu of a degree, a
comparable combination of education and experience (including
military service) may be considered.
Disability Accommodations Statement
The PNC workplace is inclusive and supportive of individual needs.
If you have a physical or other impairment that might require an
accommodation, including technical assistance with the PNC Careers
website or submission process, please call 877-968-7762 and select
Option 4: Recruiting or contact us via email at
The Human Resources Service Center hours of operation are Monday -
Friday 9:00 AM to 5:00 PM ET.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons
regardless of race, color, sex, religion, national origin, age,
sexual orientation, gender identity, disability, veteran status, or
other categories protected by law.
Keywords: PNC Financial Services Group, Fort Wayne , Investment Advisor II, Other , Fort Wayne, Indiana
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