Wealth Investment Associate

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 Great companies have an enduring sense of purpose. With roots dating back to the founding of Wilmington Trust Company by T. Coleman du
• Pont in 1903, Wilmington Trust has been serving successful individual and institutional clients for more than a century. Wilmington Trust is internationally recognized and has a team of experienced and skilled professionals focused on delivering a high caliber of service to every client relationship. We are proud to be part of the M&T corporate family. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at careersitesupport@mtb.com for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice