Senior Wealth Investment Strategist for HNW Clients
mt bankNew York, NY
Senior Wealth Investment Strategist for HNW Clients
mt bankNew York, NYSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
APPLY NOW (opens in a new tab)M&T Bank Corporation is seeking a Senior Wealth Investment Advisor in New York, NY. The individual will deliver comprehensive investment management services to clients, develop Individual Policy Statements, and manage fiduciary relationships.
Required qualifications include a Bachelor's degree with a minimum of 7 years’ investment-related experience, strong communication skills, and the ability to work effectively within a team. Preferred qualifications include an MBA and experience with high net worth clients.
Matching similar jobs
Level
Senior L5
Location
New York, NY
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
13 days ago