Wealth Investment Associate: Client Portfolio Strategy

Wilmington Trust; Wilmington (DE); On-site; USD 45,000 - 74,000; Full time

Job summary

Wilmington Trust is seeking a detail-oriented professional to support investment advisory services in a wealth management context. You will stay current on markets, articulate information to clients, and help develop IPS with annual reviews and updates.

You will prepare letters and reviews, collaborate with Investment Advisors, and expand client relationships while adhering to regulatory and risk standards.

Qualifications

• Bachelor’s degree and a minimum of 1 year’s investment-related experience.
• Comprehensive industry and investment knowledge.
• Experience reading, analyzing, and interpreting business periodicals, journals, and government regulations.
• Proficient personal computer skills with solid knowledge of office software.
• Demonstrated strong verbal and written communication skills.
• Strong presentation skills.
• Strong customer focus.
• Proven experience working effectively within a team environment.

Responsibilities

• Maintain current knowledge of financial markets and Wilmington Trust investment process.
• Articulate market information and available products to clients and prospects.
• Develop IPS for clients including annual reviews and updates.
• Prepare and review portfolio letters and investment performance reviews.
• Maintain knowledge of Bank resources to facilitate client service delivery.
• Support Investment Advisors as needed.
• Understand regulatory changes and risk standards.
• Identify new opportunities within existing client relationships.
• Provide needed support to Private Client Advisors and Trust Advisors.
• Ensure accurate escalation of risk-related issues to management.

Skills

Verbal and written communication

Presentation skills

Customer focus

Teamwork

Microsoft Office

Education

Bachelor’s degree

CFA or CFP certification (working towards)

Tools

Microsoft Office

Job description

Wilmington Trust is seeking a detail-oriented professional to support investment advisory services in a wealth management context. You will stay current on markets, articulate information to clients, and help develop IPS with annual reviews and updates.

You will prepare letters and reviews, collaborate with Investment Advisors, and expand client relationships while adhering to regulatory and risk standards.