Wealth Investment Specialist (Hybrid)

M&T Bank Corporation; Wilmington (DE); Hybrid; USD 67,000 - 112,000; Full time

Job summary

M&T Bank Corporation in Wilmington, DE is seeking a Wealth Investment Associate to provide comprehensive investment management services within Wealth Advisory Services. This hybrid, full-time role supports an integrated wealth management offering aligned to client goals.

The successful candidate will maintain market knowledge, develop IPS with clients, and assist Investment Advisors with portfolio reviews and recommendations, while upholding risk and regulatory standards.

Qualifications

• Bachelor’s degree or higher in a finance-related field with investment exposure.
• Strong written and verbal communication skills for client interaction.
• Ability to analyze financial information and present recommendations clearly.

Responsibilities

• Maintain current knowledge of markets and investment processes.
• Develop IPS with clients including annual reviews and updates.
• Prepare letters and portfolio reviews for advisory accounts and co-trustee choices.
• Support Investment Advisors and expand client relationships.

Skills

Investment knowledge

Verbal communication

Written communication

Teamwork

Client focus

Presentation skills

Regulatory understanding

Education

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

CFA/CFP in progress

Tools

MS Office

Job description

M&T Bank Corporation in Wilmington, DE is seeking a Wealth Investment Associate to provide comprehensive investment management services within Wealth Advisory Services. This hybrid, full-time role supports an integrated wealth management offering aligned to client goals.

The successful candidate will maintain market knowledge, develop IPS with clients, and assist Investment Advisors with portfolio reviews and recommendations, while upholding risk and regulatory standards.