Role OverviewProvides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.
What You Will Do
Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Develop Individual Policy Statement (IPS) with and for clients including annual reviews and updates. Implement investment strategy recommendations.
Why It Might Be a Fit
The successful candidate will have comprehensive industry and investment knowledge, experience working effectively within a team environment, and strong verbal and written communication skills.
Requirements
- Bachelor’s degree
- Minimum of 1 years’ investment-related experience
- Comprehensive industry and investment knowledge
- Experience reading, analyzing, and interpreting general business periodicals, professional journals, technical procedures and government regulations
- Proficient personal computer skills with solid knowledge of pertinent office software
- Demonstrated strong verbal and written communication skills
- Strong presentation skills
- Strong customer focus
- Proven experience working effectively within a team environment
Benefits
- Fair, competitive, and market-informed pay
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