Senior Wealth Investment Associate

M&T Bank

New York, NY, United States
$41.24 - $68.72 hourly (usd) ph
On-site
Client meeting preparation
Portfolio recommendation letters
Investment performance reviews
Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients

Job Summary

  • Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients.
  • Prepares portfolio recommendation letters and investment performance reviews of a more complex nature.
  • Maintains a current understanding of industry changes and regulations while participating in sales efforts.

Matching Summary

Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients.

Salary

$41.24 - $68.72 Hourly (USD)

Skills & Requirements

Must-have

  • client meeting preparation
  • portfolio recommendation letters
  • investment performance reviews
  • industry regulation understanding
  • client relationship expansion
  • risk and regulatory adherence

Nice-to-have

  • promote belonging environment
  • positive working relationships

Key Requirements

  • 1 years' relevant experience
  • Bachelor's degree or 5 years' combined higher education and work experience
  • General understanding of stocks and bonds
  • Proficient personal computer skills
  • Strong verbal and written communication skills
  • Strong presentation skills
  • Strong customer focus
  • Proven team environment experience

Work Rights

Not specified

Tailored Resume

Cover Letter