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Wealth Fiduciary Advisor in Buffalo, NY at M&T Bank

Date Posted: 11/21/2018

Job Snapshot

  • Employee Type:
  • Location:
    Buffalo, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Wealth Fiduciary Advisor

Buffalo, NY

Responsible for the administration and fiduciary management within client relationships.

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.
Administers, either directly or through an associate, accounts with demonstrated proficiency and sound judgment in exercising fiduciary discretion. Implements policies and procedures related to fiduciary and account administrative matters. Monitors account openings, asset fundings, distributions and terminations.
Plays a key role in overall client satisfaction and retention. Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs. Effectively communicates client needs and concerns to partners. Maintains comprehensive knowledge of, and coordinates the efforts of, appropriate bank resources to ensure timely delivery of quality service and expand client relationships.
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.
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 diversity 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.

Required Qualifications:
Bachelors' degree or equivalent training and/or work experience
Minimum 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
Demonstrated strong oral, written and presentation communication skills
Strong customer focus
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

We encourage candidates with relevant military experience to apply.

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.