Senior Wealth Investment Associate

M&T Bank

New York, New York, United States of America
Base: $41.24 - $68.72 hourly (usd); bonus/equity: ...
Bachelor's degree or equivalent experience
Minimum 1 year relevant experience
Strong verbal and written communication skills
The role supports Wealth Advisory Services by preparing portfolio recommendation letters and conducting complex investment performance reviews

Job Summary

  • The role supports Wealth Advisory Services by preparing portfolio recommendation letters and conducting complex investment performance reviews.
  • Candidates must maintain a current understanding of Federal and state regulations while promoting an environment that supports belonging.
  • The position requires identifying risk-related issues and adhering to internal control standards alongside timely implementation of audit points.

Matching Summary

The role supports Wealth Advisory Services by preparing portfolio recommendation letters and conducting complex investment performance reviews.

Salary

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

Skills & Requirements

Must-have

  • Bachelor's degree or equivalent experience
  • Minimum 1 year relevant experience
  • Strong verbal and written communication skills
  • Proficient personal computer skills
  • Understanding of stocks and bonds

Nice-to-have

  • Experience reading business periodicals
  • Strong presentation skills
  • Proven team collaboration experience
  • Customer focus orientation
  • Knowledge of M&T Bank brand values

Key Requirements

  • Bachelor's degree required
  • Minimum 1 year relevant experience
  • General understanding of stocks and bonds

Work Rights

Not specified

Tailored Resume

Cover Letter