UHNW Wealth Relationship Architect

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

Job summary

M&T Bank Corporation seeks an experienced wealth management professional to partner with Wealth Advisors in developing and executing strategic wealth plans for UHNW clients with over $50 million in investible assets. The role emphasizes high satisfaction, retention, and coordination with internal and external partners to deliver a world-class UHNW experience.

Responsibilities include managing client relationships, ongoing needs analysis, and mentoring Client Advisors.

Qualifications

• Bachelor’s degree and 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 and strong interpersonal skills.
• Strong influencing skills.

Responsibilities

• Partner with Wealth Advisors to develop and execute strategic wealth plans for UHNW clients.
• Serve as joint primary contact to manage all aspects of UHNW relationships.
• Maintain service level standards across client interactions to deliver a world-class experience.
• Foster client intimacy through regular interactions and targeted events.
• Identify opportunities to deepen relationships and consolidate assets across client books.

Skills

Strong communications

Interpersonal skills

Influencing skills

Education

Bachelor’s degree

MBA

CFP/CTFA/CPA/CFA

Job description

M&T Bank Corporation seeks an experienced wealth management professional to partner with Wealth Advisors in developing and executing strategic wealth plans for UHNW clients with over $50 million in investible assets. The role emphasizes high satisfaction, retention, and coordination with internal and external partners to deliver a world-class UHNW experience.

Responsibilities include managing client relationships, ongoing needs analysis, and mentoring Client Advisors.