Associate Private Wealth Portfolio Specialist

About this role:

Wells Fargo is seeking a Associate Private Wealth Portfolio Specialist.

We believe in the power of working together because great ideas can come from anyone. Through collaboration any employee can have an impact and make a difference for the entire company. Explore opportunities with us for a career in a supportive environment where you can learn and grow.

In this role you will:

• Provide client services to internal and external ultra high net worth customers in account management operations documentation issue resolution and technical support
• Review basic issues policies or procedures for which answers can be quickly obtained and are related to low to medium risk tasks and deliverables with narrow impact within Private Wealth Portfolio Management functional area
• Receive direction from supervisor and exercise judgement within defined parameters while developing understanding Private Wealth Portfolio Management functional area policies procedures and compliance requirements
• Provide information to Private Wealth Portfolio Management managers colleagues and stakeholders including internal as well as external customers

Required Qualifications:

• 6 months of Private Wealth Portfolio Management experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education

Desired Qualifications:

• Experience in Wealth Investment Strategy Products or equivalent demonstrated through one or a combination of the following: work experience education.

Job Expectations:

• Assists Portfolio Manager in business development and supports through sales/marketing while leveraging partnership opportunities throughout the firm.
• Supports Portfolio Managers in the development and delivery of advice client acquisition and relationship management of high-net worth (HNW) and ultra-high-net worth (UHNW) clients of The Private Bank exercising a strong risk management mindset and ensures that all appropriate measures are taken to mitigate risk.
• Supports the Portfolio Manager(s) by interfacing with WIM Relationship Managers and/or their associates as facilitator/liaison for seamless delivery of investment services and solutions. Builds partnerships with other line of business associates to foster teamwork.
• Interacts with clients prepares client correspondence and investment research reports and schedules client reviews.
• Assists with new client onboarding coordinating activities with business line partners and service teams to provide a smooth and seamless client experience.
• Schedules clients meeting for investment professionals and tracks follow-up of action items.
• Must be amenable to work night shift in Five Neo

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin disability status as a protected veteran or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit Market Financial Crimes Operational Regulatory Compliance) which includes effectively following and adhering to applicable Wells Fargo policies and procedures appropriately fulfilling risk and compliance obligations timely and effective escalation and remediation of issues and making sound risk decisions. There is emphasis on proactive monitoring governance risk identification and escalation as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates including women persons with disabilities aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.