Senior Wealth Client Advisor for HNW/UHNW

Wilmington Trust; Radnor (Delaware County); On-site; USD 60,000 - 90,000; Full time

Job summary

Wilmington Trust in Radnor, PA seeks a client service professional to support HNW/UHNW relationships within Wealth Management. You will build relationships, open accounts, and process AML/KYC requirements while handling complex client transactions.

As part of the Wealth Management team, you will review reports, resolve issues, and contribute to process improvements, ensuring excellent client experiences and adherence to risk controls.

Qualifications

• Bachelor’s degree and a minimum of 2 years’ financial service client service experience, or in lieu of a degree, a combined minimum of 6 years’ higher education and/or work experience, including a minimum of 2 years’ financial service client service experience
• Strong customer service skills
• Strong interpersonal skills
• Strong verbal and written communication skills
• Strong organizational skills
• Proficiency with personal computers as well as pertinent word processing, spreadsheet, and presentation software
• Experience sharing knowledge and skills with team members

Responsibilities

• Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
• Complete new account opening, collect AML (Anti-Money Laundering), BSA (Bank Secrecy Act) and KYC (Know Your Customer) requirements; process related sales reports.
• Process more complex client transactions such as cash disbursements, money movement, account maintenance, problem resolution and escalation, and other transactions as needed to ensure they are addressed in a timely manner and to the satisfaction of the client.
• Review daily department reports to ensure compliance with operation, security, and audit procedures as well as a positive client experience. Follow established procedures when the report review identifies an issue to ensure it is resolved.
• Utilize knowledge of products, services, internal policies, and procedures as well as external developments to resolve more complex issues and identify process improvements to improve the efficiency of the team.
• Provide sales support to the team for market-specific special projects, such as event coordination, process improvement and sales initiatives.
• Understand and adhere to the Company’s risk and regulatory standards, policies, and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
• Promote an environment that supports belonging and reflects the M&T Bank brand.
• Maintain M&T Bank internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Complete other related duties as assigned.

Skills

Customer service

Interpersonal skills

Verbal and written communication

Organizational skills

Education

Bachelor’s degree

2 years financial service client service experience

Tools

PC proficiency

Microsoft Office

Job description

Wilmington Trust in Radnor, PA seeks a client service professional to support HNW/UHNW relationships within Wealth Management. You will build relationships, open accounts, and process AML/KYC requirements while handling complex client transactions.

As part of the Wealth Management team, you will review reports, resolve issues, and contribute to process improvements, ensuring excellent client experiences and adherence to risk controls.