UHNW Wealth Advisor & Relationship Leader

Wilmington Trust; Portland (ME); On-site; USD 120,000 - 190,000; Full time

Job summary

Wilmington Trust, part of the M&T Bank family, seeks a Wealth Advisor to serve high-net-worth clients, acting as quarterback of the wealth relationship and coordinating a team of specialists to deliver integrated planning, investment, trust and banking solutions.

The role focuses on developing new client relationships, deepening existing ones, and partnering with Wealth Management and the Community Bank to ensure a seamless client experience.

Qualifications

• Bachelor's degree plus 7+ years sales in financial services, or 11 years combined education/experience.
• Minimum 3 years sales experience in high-net-worth client segment.
• MBA or JD preferred.

Responsibilities

• Serve as lead advisor and central contact, coordinating wealth management solutions.
• Act as quarterback of client relationships, leading a team of specialists.
• Develop deep understanding of clients' finances, goals, and priorities.
• Partner with Community Bank leaders and Relationship Managers to identify referrals.
• Lead strategy discussions and coordinate reviews to align with client needs.
• Grow and retain affluent client relationships through proactive development.
• Leverage M&T Bank and Wilmington Trust capabilities to deliver integrated solutions.
• Maintain a disciplined pipeline and client activity for long-term revenue.
• Collaborate across Wealth Management, Commercial Banking, Private Banking, and Retail Banking.

Skills

Relationship management

Sales experience

Financial services knowledge

Team leadership

Regulatory compliance

Education

Bachelor's degree

MBA

JD

Job description

Wilmington Trust, part of the M&T Bank family, seeks a Wealth Advisor to serve high-net-worth clients, acting as quarterback of the wealth relationship and coordinating a team of specialists to deliver integrated planning, investment, trust and banking solutions.

The role focuses on developing new client relationships, deepening existing ones, and partnering with Wealth Management and the Community Bank to ensure a seamless client experience.