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Job description
Overview:
nProvides 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 the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.
nPrimary Responsibilities:
nnnMaintain 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.
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nnDevelop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations.
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nnCommunicate Wilmington Trust's investment process from setting capital market expectations to performance measurement and attribution. Manage book of accounts, comprised of significant and complex fiduciary relationships, consistent with all applicable laws, regulations and standards. Implement Wilmington Trust's investment methodology in all assigned portfolios in a timely manner.
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nnAttend relevant training and informational meetings maintaining market, process and platform. Complete all compliance requirements including annual account reviews. Complete annual Regulation 9 account reviews, minimize exceptions, and manage corrective action plans.
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nnIdentify and develop additional opportunities with existing clients. Provide expert support, including proposals and presentations, for new business opportunities with prospects.
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nnMaintain appropriate levels of personal interaction with clients. Educate clients on emerging issues, regulatory and tax changes, and advises clients on appropriate actions.
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nnParticipate in sales effort. Identify and develop additional opportunities with existing clients.
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nnMaintain positive working relationships. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
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nnMaintain a current understanding of changes in the industry including Federal and state specific and various government regulations.
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nnParticipate actively in Divisional projects and initiatives and group meetings and calls.
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nnServe as mentor for other trust professionals.
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nnUnderstand 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.
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nnPromote an environment that supports belonging and reflects the M&T Bank brand.
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nnMaintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
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nnComplete other related duties as assigned.
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n nScope of Responsibilities:
nIntegral to the position is the ability to communicate internally with Bank management and executives and externally with clients, and their representatives.
nEducation and Experience Required:
nBachelor's degree and a minimum of 7 years' investment-related experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' investment-related experience
nComprehensive industry and investment knowledge
nExperience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations
nProficient personal computer skills with solid knowledge of pertinent office software
nDemonstrated strong verbal and written communication skills
nDemonstrated strong presentation skills
nExperience listening and accurately interpreting client needs
nExperience developing relationships and interacting with internal and external partners
nProven experience working effectively within a team environment
nEducation and Experience Preferred:
nMBA (Master's degree in Business Administration)
nCFA (Chartered Financial Analyst) and/or CFP (Certified Financial Planner) certification
nProven experience working with high net worth clients and complex client relationships
n#LI-LA1
n#WT
nM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $170,500.00 - $284,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
nLocation:
nNew York, New York, United States of America
nM&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.
Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.