Lead UHNW Wealth Advisor

M&T Bank; Wilmington (DE); On-site; USD 154,000 - 256,000; Full time

Job summary

M&T Bank seeks a senior UHNW Wealth Advisor to partner with Wealth Advisors in Wilmington, DE, developing and executing tailored wealth plans for clients with investable assets over $50 million. You will coordinate client relationships and events, ensuring exceptional service and sophisticated fiduciary solutions.

The role requires 7+ years in UHNW wealth management, strong communication skills, and banking expertise. MBA or related credentials are highly valued; a CPA/CFP/CFA is a plus.

Qualifications

• Bachelor’s degree and a minimum of 7 years’ relevant experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant experience
• Deep expertise in planning, investments, banking, and fiduciary
• Prior experience managing complex UHNW client relationships
• MBA preferred
• CFP®, CTFA, CPA and/or CFA certification

Responsibilities

• Partner with Wealth Advisors to develop and execute strategic wealth plans for UHNW clients
• Serve as joint primary contact to manage UHNW relationships with high satisfaction and retention
• Maintain service level standards across client interactions for a world-class experience
• Coordinate executive engagement to retain UHNW clients
• Mentor Client Advisors as needed
• Identify opportunities to deepen relationships and consolidate assets across organizations

Skills

Strong communications

Strong interpersonal

Strong influencing

Education

Bachelor’s degree

MBA

CFP/CTFA/CPA/CFA certifications

Job description

M&T Bank seeks a senior UHNW Wealth Advisor to partner with Wealth Advisors in Wilmington, DE, developing and executing tailored wealth plans for clients with investable assets over $50 million. You will coordinate client relationships and events, ensuring exceptional service and sophisticated fiduciary solutions.

The role requires 7+ years in UHNW wealth management, strong communication skills, and banking expertise. MBA or related credentials are highly valued; a CPA/CFP/CFA is a plus.