About the role
Overview
Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.
Primary Responsibilities
- Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
- Develop Individual Policy Statement (IPS) with and for clients including annual reviews and updates. Implement investment strategy recommendations.
- Prepare and review with Investment Advisor as needed, portfolio recommendation letters for advisory and co-trustee accounts, AO coordinations or best fit recommendations, and investment performance reviews.
- Maintain a thorough knowledge of various Bank resources to facilitate client service delivery and expand client relationships.
- Serve as a support associate to assigned Investment Advisor(s) as required.
- Maintain a current 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. 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.
Education and Experience Required
- Bachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience
- Comprehensive industry and investment knowledge
- Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations
- Proficient personal computer skills with solid knowledge of pertinent office software
- Demonstrated strong verbal and written communication skills
Strong 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
- Working towards CFA (Chartered Financial Analyst) or CFP (Certified Financial Planner) certification
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $32.33 - $53.89 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
- Location: Wilmington, Delaware, United States of America