Career Search

Wealth Fiduciary Advisor - 3DJJX in Wilmington, DE at M&T Bank

Date Posted: 9/11/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    9/11/2018
  • Job ID:
    3DJJX

Job Description

Wealth Fiduciary Advisor

Wealth Advisory Services

Wilmington Trust

Wilmington, DE

 

Function:  Responsible for the administration and fiduciary management within client relationships.

Position Responsibilities: Responsible for assessing and managing risk; the appropriate exercise of fiduciary discretion and judgment; and adherence to policies and procedures related to account administrative activities. Acts as a key partner to clients, developing and implementing solutions. Anticipates and identifies opportunities to create new relationships and expand existing relationships.  Part of a team of professionals.

Administers accounts through demonstrated proficiency and sound judgment in exercising fiduciary discretion. May serve as the primary point of contact for the client or as a member of a dedicated team.  As the primary point of contact/relationship manager, communicates regularly with the client and is responsible for the overall management of team of experts (private bankers, investment advisors, commercial banker, business banker, etc.) supporting the client as well as retention of the relationship.

Participate in the coordination and delivery of client presentations, bringing in additional experts as needed.  Represent the bank in a professional and competent manner both over the phone and in person with clients, advisors and business partners.

Develop strong working relationships with administrative support areas, i.e. Tax, Legal, Operations, etc. 

Ability to communicate internally with bank management and executives and externally with clients, their representatives, accounting firms, other investment brokers, attorneys, CPAs, and tax accountants, etc.

Minimum Qualifications: Bachelors' degree and a minimum of  1 year of experience independently administering fiduciary accounts or demonstrated fiduciary expertise, in a related capacity or as a part of a team, or related experience in a relevant industry. Or in lieu of a degree, a combined minimum of 5 years relevant experience.

Demonstrated strong oral, written and presentation communication skills.

Demonstrated ability to expand and retain client relationships including building a significant level of trust with clients.

Proven ability to work effectively within a team environment

Preferred Qualifications: CTFA, CFP, JD, or Masters preferred.

About M&T

At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. 

M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.