Wealth Advisory Lead - Growth & Client Relationships

Wilmington Trust

  • Portland, ME
  • Today
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    Skills

    • Customer Acquisitionunmatched
    • Customer Relationsunmatched
    • Financial Servicesunmatched
    • High Net Worthunmatched
    • Investment Managementunmatched
    • Investment Servicesunmatched
    • Revenue Growthunmatched
    • Salesunmatched
    • Wealth Managementunmatched

    Description

    M&T Bank is seeking a senior-level wealth advisory leader in Portland, ME to drive revenue growth through new client acquisition and existing client expansion. You will oversee a team of Client Managers, Investment Advisors, and Trust Officers to craft comprehensive wealth plans and coordinate solutions aligned with client goals.The role requires a strong track record in wealth management and a history of selling full financial services, with emphasis on high-net-worth client segments.#J-18808-Ljbffr

    Numbers & Facts

    LocationPortland, ME

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