Relationship Manager - Private Client Group
Current• Leads or supports relationship management activities with new and existing clients to generate new revenue through the acquisition of new clients, and the expansion and retention of existing client relationships. Coordinates team members and other PNC partners to deliver an exceptional client experience. Where assigned as the primary relationship strategist, has book of business that consists of less complex clients.• Develops and executes strategies to acquire, expand and retain client relationships to generate revenue and deepen share of wallet. Manages risk and maximizes profitability for entire portfolios of clients. Leverages client insight and sales tools to proactively identify and successfully convert sales opportunities.• Coordinates with the team to deliver an exceptional client experience with a focus on consistently providing actionable insight based on deep discovery with each client. Executes a defined contact strategy and delivers specialized capabilities. Ensures a strong client commitment and advocacy by delivering proactive and responsive service.• Develops and maintains internal and/or external partnerships to drive new revenue, acquisition and growth. Maintains view of competitive landscape. Meets with and educates partners to position the value of AMG capabilities. Assesses new business opportunities on a consistent basis, including completing book of business reviews, responding to new business inquiries and requests for proposals and maintaining territory/focus list.• Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews.• 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.