Wealth Management Senior Client Associate
4 days ago
Job Summary:
We are seeking a highly skilled and experienced Wealth Senior Client Associate to join our team at M&T Bank. As a key member of our Wealth Management team, you will play a critical role in supporting and driving new client relationships and retaining and deepening existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships.
Key Responsibilities:
- Deliver exceptional client service and support to our High Net Worth and Ultra-High Net Worth clients, ensuring their financial needs are met and exceeded.
- Collaborate with our Wealth Advisors and Client Relations teams to develop and implement strategies to drive new client relationships and retain existing ones.
- Provide sales enablement support to our Wealth Advisors, ensuring they have the necessary tools and resources to succeed in their roles.
- Stay up-to-date on industry trends and developments, and apply this knowledge to drive business growth and improve client outcomes.
Requirements:
- Proven experience in wealth management or a related field, with a strong track record of delivering exceptional client service and driving business growth.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
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