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Senior Wealth Management Consultant
2 months ago
Role Overview:
As a pivotal member of our team, you will collaborate with Wealth Advisors and other internal stakeholders to address the distinctive requirements of M&T Bank's ultra-high net worth (UHNW) clientele.
Key Responsibilities:
- Work in tandem with Wealth Advisors to formulate and implement tailored wealth management strategies for UHNW clients.
- Foster strong relationships with clients to ensure their financial goals are met with precision and care.
- Provide expert guidance and support to clients, ensuring a seamless banking experience.
Qualifications:
- Proven experience in client advisory roles, particularly within wealth management or private banking sectors.
- Strong interpersonal skills and a commitment to delivering exceptional client service.