M&T Bank
Wealth Advisory
WealthAdvisor
“Wealth Advisor at M&T Bank. Skills: wealth management, sales, client acquisition, client retention. acquisition of new clients from internal and external sources. retention and expansion of a book of business”
What You'll Achieve.
revenue goal met through the acquisition of new clients; retention and expansion of a book of business; grow client base; meet sales goal; ensure client goals and objectives are achieved; direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank
Industry & Context.
assess client's current financial situation, goals and objectives to determine solutions through the financial planning process; Prioritize short term and long term needs of the client based on the analysis
meeting and maintaining registration requirements under the Federal SAFE Act
What They're Looking For.
Must Have
minimum of 7 years' sales experience in the financial services industry, minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment, Proven track record of implementing wealth management strategies, meeting and maintaining registration requirements under the Federal SAFE Act
Nice to Have
Securities licensing, CFP, CTFA, CPA designation, MBA (Master’s degree in Business Administration) or JD (Juris Doctor)
What You'll Do.
acquisition of new clients from internal and external sources
retention and expansion of a book of business
Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals
Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm
Work closely with Client Managers
Investment Advisors and Trust Officers to assess client's current financial situation
goals and objectives to determine solutions through the financial planning process
Prioritize short term and long term needs of the client based on the analysis
Responsible for leading the development of sales strategies to grow client base
Promote and sell the full array of financial services distributed by the Company to current and new clients
Coordinates team communication and activities
suggestions and alternative wealth solutions by utilizing a team of specialists as applicable
Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal
Implement and deliver specific solutions
Leads client relationship review discussion with committee
Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved
Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
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
How You'll Work.
Team & Collaboration
Leads the client relationship team; Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers; Coordinates team communication and activities; utilizing a team of specialists as applicable; Leads client relationship review discussion with committee
Communication Scope
Leads client relationship review discussion with committee; Coordinates team communication and activities
Process & Methodology
managing pipeline and activities, moving through sales cycle to meet sales goal
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