Join Wilmington Trust's Wealth Management team and help deliver an exceptional experience for High Net Worth and Ultra-High Net Worth clients. In this highly visible role, you'll partner with Wealth Advisors, Private Bankers, Trust professionals, and internal specialists to support client relationships, coordinate service needs, and help clients access tailored financial solutions.
This is an excellent opportunity for someone looking to grow a career in wealth management while gaining exposure to investment, trust, banking, and planning services.
Primary Responsibilities:
Serve as a trusted point of contact for affluent clients, addressing service requests and resolving issues with urgency and professionalism.
Support onboarding and account opening activities for new client relationships.
Coordinate transactions including wire transfers, account maintenance, cash movement requests, and other servicing activities.
Partner with Wealth Advisors and Private Bankers to deepen existing client relationships and identify opportunities to enhance the client experience.
Collaborate with internal teams to ensure client needs are met efficiently and accurately.
Participate in special projects, client events, and process improvement initiatives that support business growth.
Education and Experience Required:
Bachelor’s degree and a minimum of 1 years’ financial services client service experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 years’ financial services client service experience
Strong customer service skills
Strong interpersonal skills
Strong verbal and written communication skills
Strong organizational skills
Education and Experience Preferred:
Minimum of 3 years’ private banking, wealth management, commercial banking and/or branch experience
Exposure to and knowledge of the Bank’s retail and commercial banking systems
Knowledge of Private Banking products and services
Trust experience
Ability to work independently and in a team-based environment
Skills Required
- Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience including a minimum of 1 years' financial services client service experience
- Strong customer service skills
- Strong interpersonal skills
- Strong verbal and written communication skills
- Strong organizational skills
- Proficiency with personal computers and word processing, spreadsheet, and presentation software
- Minimum of 3 years' private banking, wealth management, commercial banking and/or branch experience
- Exposure to and knowledge of the Bank's retail and commercial banking systems
- Knowledge of Private Banking products and services
- Trust experience
- Ability to work independently and in a team-based environment
M&T Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about M&T Bank and has not been reviewed or approved by M&T Bank.
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Retirement Support — Retirement benefits are positioned as a strong pillar, including a 401(k) match and the possibility of an additional employer contribution, plus access to an employee stock purchase plan.
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Leave & Time Off Breadth — Time-off offerings are framed as competitive, with a flexible PTO approach and paid volunteer time called out as a meaningful add-on to standard leave.
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Wellbeing & Lifestyle Benefits — Wellbeing support appears comparatively robust, highlighted by mental-health therapy/coaching sessions and broader wellness programming alongside community-oriented perks.
M&T Bank Insights
What We Do
M&T Bank is a multi-state community-focused bank serving New York, Maryland, New Jersey, Pennsylvania, Delaware, Connecticut, Virginia, West Virginia and Washington, D.C. Founded in 1856, the company provides banking, investment, insurance and mortgage financial services to more than 3.6 million consumer, business and government clients.
