Client Administrator I - Wealth Advisory Services - Georgetown, Delaware-3DL41
Works with more experienced Private Client Advisors to support generation of new sales through client acquisition and expansion of existing clients by providing Wealth Management solutions to individuals, business owners and families.
Generate new sales revenue through client acquisition and expansion of existing clients.
Work closely with Private Client Advisors, Private Bankers, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process.
Assist Private Client Advisors to prioritize short term and long term needs of the client.
Recommend ideas, suggestions and alternative Wealth solutions by utilizing a team of specialists if applicable.
Implement and deliver specific solutions.
Manage and review the relationship on an ongoing basis to ensure client's goals and objectives are achieved.
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.
Bachelor’s degree or in lieu of a degree 4 years relevant work experience
MDA or JD
CFP, CTFA or similar certifications
We encourage candidates with relevant military experience to apply.
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.
Primary Location: Delaware-Georgetown-Georgetown Center
Job Field: Sales / Client Relationship Management
Job Posting Sep 25, 2018, 9:25:07 AM
Unposting Date Ongoing