Senior UHNW Client Relationship Lead

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

Job summary

M&T Bank, Wilmington Trust unit, seeks an experienced UHNW client relationship professional in Wilmington, DE. You will partner with Wealth Advisors to craft and execute strategic wealth plans for clients with over $50 million in investible assets, ensuring a tailored, high-touch experience.

The role emphasizes retention, deep client intimacy, and coordination with internal and external partners to deliver comprehensive wealth solutions.

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
• Strong communications skills
• Strong interpersonal skills
• Strong influencing skills
• MBA preferred and beneficial certifications (CFP, CTFA, CPA, CFA)

Responsibilities

• Partner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients
• Serve in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention
• Maintain Wilmington Trust’s service level standards across all client-to-client team interactions, consistent with a world-class experience
• Maintain strong partnerships with clients’ internal team members and external advisors to drive coordinated execution of the wealth plan
• Maintain a thorough understanding of Wilmington Trust’s products and solutions and how to utilize them to address client needs
• Foster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship
• Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients
• May serve as mentor and coach to Client Advisors as needed
• Identify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions
• Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization’s ultra-high net worth client segment
• Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite
• Promote an environment that supports belonging and reflects the M&T Bank brand
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
• Complete other related duties as assigned

Skills

Client relationship management

UHNW experience

Strategic planning

Communication skills

Mentoring

Education

Bachelor's degree

MBA

CFP

CTFA

CPA

CFA

Job description

M&T Bank, Wilmington Trust unit, seeks an experienced UHNW client relationship professional in Wilmington, DE. You will partner with Wealth Advisors to craft and execute strategic wealth plans for clients with over $50 million in investible assets, ensuring a tailored, high-touch experience.

The role emphasizes retention, deep client intimacy, and coordination with internal and external partners to deliver comprehensive wealth solutions.