Wealth Investment Advisor Associate — Client Portfolio Support

Wilmington Trust; Baltimore (MD); On-site; USD 77,000 - 129,000; Full time

Job summary

Wilmington Trust in Baltimore, MD seeks a support professional for Wealth Advisory Services to assist Investment Advisors in meeting client needs and preparing portfolio recommendations. You will help coordinate letters, performance reviews, and client communications while expanding relationships.

The role requires a Bachelor’s degree and strong communication skills, with a focus on regulatory compliance and team collaboration.

Qualifications

• Bachelor’s degree required or equivalent (4 years higher education/work experience).
• Understanding of stocks and bonds.
• Ability to read and interpret business publications and technical procedures.
• Proficient in office software.
• Strong verbal and written communication.
• Presentation skills.
• Customer-focused.
• Team player.

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 knowledge of Bank resources to facilitate client service delivery and expand client relationships.
• Participate in internal meetings and pre/post-call planning as a support resource to partners.
• Understand regulatory changes at federal and state levels.
• Identify and develop additional opportunities with existing clients.
• Maintain positive working relationships and provide necessary support to clients and advisors.
• Adhere to risk and regulatory standards; escalate issues as needed.
• Promote M&T Bank brand and maintain internal controls.

Skills

Stocks and bonds knowledge

Verbal and written communication

Education

Bachelor’s degree

Finance/Accounting/Economics related field

Tools

Office software

Job description

Overview

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

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.

Supervisory/Managerial Responsibilities

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

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $77,300.00 - $128,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Baltimore, Maryland, United States of America