Senior Client Advisor

Mnbankandtrust

Wilmington, Delaware, United States of America
Base: $153,700.00 - $256,100.00 annual (usd); bonu...
Uhnw client relationship management
Strategic wealth planning
Client satisfaction and retention
Partners with Wealth Advisors to develop and execute customized wealth plans for ultra-high net worth clients, ensuring a world-class client experience tailored to individual preferences

Job Summary

  • Partners with Wealth Advisors to develop and execute customized wealth plans for ultra-high net worth clients, ensuring a world-class client experience tailored to individual preferences.
  • Manages client relationships with UHNW clients having over $50 million in investible assets, focusing on satisfaction, retention, and coordinated execution of wealth plans.
  • Maintains compliance with company risk standards and regulatory requirements while fostering a supportive environment that reflects the M&T Bank brand.

Matching Summary

Partners with Wealth Advisors to develop and execute customized wealth plans for ultra-high net worth clients, ensuring a world-class client experience tailored to individual preferences.

Salary

Base: $153,700.00 - $256,100.00 Annual (USD); Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • UHNW client relationship management
  • strategic wealth planning
  • client satisfaction and retention
  • collaboration with internal and external advisors
  • risk and regulatory compliance
  • executive engagement coordination

Nice-to-have

  • mentoring and coaching skills
  • customer intimacy and event attendance
  • proactive client relationship deepening
  • supporting new client prospecting
  • promoting inclusive workplace culture

Key Requirements

  • Bachelor’s degree or equivalent experience
  • Minimum 7 years relevant experience
  • Deep expertise in planning, investments, banking, fiduciary
  • Experience managing complex UHNW relationships
  • MBA preferred
  • Minimum 10 years relevant experience preferred
  • CFP®, CTFA, CPA, or CFA certification preferred
  • Registration under Federal SAFE Act required

Work Rights

Not specified

Tailored Resume

Cover Letter