Senior Wealth Investment Advisor Associate

M&T Bank Corporation; Wilmington (DE); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical benefits

Retirement benefits

Volunteer time off

Job summary

M&T Bank Corporation is hiring for a Wealth Advisory Services support role in Wilmington, DE. The position assists Investment Advisors by preparing for client meetings, drafting portfolio letters, and reviewing investment performance.

You will work with Private Client Advisors and other partners to support the client service process. The role requires a Bachelor's degree (or equivalent), strong communication skills, and a customer-focused mindset.

Qualifications

• Bachelor’s degree, or 4 years of higher education and/or work experience in lieu of degree.
• General understanding of stocks and bonds.
• Ability to read, analyze, and interpret business periodicals, journals, and technical procedures.
• Proficient with office software and PCs.

Responsibilities

• Assist Investment Advisors in preparing for client meetings and providing support.
• Prepare portfolio recommendation letters for advisory and trust accounts and investment performance reviews.
• Develop knowledge of bank resources to support service delivery and client relationships.
• Support sales processes with Private Client Advisors, Financial Advisors, and Relationship Managers.
• Understand regulatory and risk standards and escalate issues as needed.
• Identify opportunities to expand relationships with existing clients.
• Maintain positive relationships and provide timely information to clients and advisors.

Skills

Verbal and written communication

Presentation skills

Customer focus

Team collaboration

Stocks and bonds knowledge

Education

Bachelor’s degree or equivalent experience

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Office

Job description

Overview

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.

Primary Responsibilities

• Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
• Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
• Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
• Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
• Develop an understanding of changes in the industry including Federal and state specific and various government regulations.
• Participate in sales effort.
• Identify and develop additional opportunities with existing clients.
• Maintain positive working relationships.
• Under direction, provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
• 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 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.

Scope of Responsibilities

Integral to the position is the ability to communicate internally with Bank management and executives and externally with clients and their representatives.

Education and Experience Required

• Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience
• General understanding of stocks and bonds
• Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures
• Proficient personal computer skills with solid knowledge of pertinent office software
• Demonstrated verbal and written communication skills
• Demonstrated presentation skills
• Strong customer focus
• Proven experience working effectively within a team environment

Education and Experience Preferred

Bachelor's degree in Finance, Accounting, Economics, or related field

Physical Requirements

N/A

Location

Wilmington, Delaware, United States of America

Company Information

Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

Benefits

• competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year

Equal Employment Opportunity

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws.

Drug Free Workplace

M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.

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