Senior Wealth Investment Advisor Associate
M&T Bank · Baltimore, United States · 1mo ago
Overview:
Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations.
Primary Responsibilities:
- Support assigned Investment Advisor(s) in preparing for client meetings and providing support.
- Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews.
- Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.
- Participate in internal meetings as well as pre and post-call planning as a support resource to partners in the latter stage of the sales process, including Private Client Advisors, Financial Advisors, Relationship Managers and other partners.
- Develop an 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. Under direction, 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.
Supervisory/Managerial Responsibilities:
Education and Experience Required:
Bachelor’s degree, or in lieu of a degree, a combined minimum of 4 years’ higher education and/or work experience
General understanding of stocks and bonds
Experience reading, analyzing, and interpreting general business periodicals, professional journals, and technical procedures
Proficient personal computer skills with solid knowledge of pertinent office software
Demonstrated verbal and written communication skills
Demonstrated 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