Senior Wealth Investment Associate

M&T Bank

New York, New York, United States of America
Hourly: $41.24 - $68.72 usd; bonus/equity: not spe...
Bachelor's degree or equivalent experience
Minimum 1 year relevant experience
Understanding of stocks and bonds
The role supports Wealth Advisory Services by preparing for client meetings and delivering complex investment performance reviews

Job Summary

  • The role supports Wealth Advisory Services by preparing for client meetings and delivering complex investment performance reviews.
  • Candidates must maintain a current understanding of Federal and state regulations while adhering to strict risk and regulatory standards.
  • The position requires identifying sales opportunities with existing clients and promoting an environment that supports belonging.

Matching Summary

The role supports Wealth Advisory Services by preparing for client meetings and delivering complex investment performance reviews.

Salary

Hourly: $41.24 - $68.72 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Bachelor's degree or equivalent experience
  • Minimum 1 year relevant experience
  • Understanding of stocks and bonds
  • Ability to analyze business periodicals
  • Proficient personal computer skills

Nice-to-have

  • Strong verbal and written communication
  • Strong presentation skills
  • Proven team collaboration experience
  • Customer focus orientation
  • Knowledge of M&T Bank brand

Key Requirements

  • Bachelor's degree required
  • Minimum 1 year relevant experience
  • Experience reading technical procedures
  • Solid knowledge of office software

Work Rights

Not specified

Tailored Resume

Cover Letter