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Senior Wealth Investment Strategist HNW Clients
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-03
Listing for:
M&T Bank Corporation
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Location: New York
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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