Wealth Management Banking Coordinator

Wells Fargo

Taguig, Philippines
Onsite
2+ years wealth management banking experience
Review money movement requests
Submit unusual activity referrals
The role involves assisting Private Bankers with complex account administration and resolving client inquiries while balancing multiple priorities

Job Summary

  • The role involves assisting Private Bankers with complex account administration and resolving client inquiries while balancing multiple priorities.
  • Candidates are responsible for reviewing money movement requests to ensure accuracy and identifying potential risks related to operational losses or financial crimes.
  • This position requires working onsite in Taguig during night shifts from 8:00 PM to 7:00 AM or 2:00 AM to 11:00 AM.

Matching Summary

The role involves assisting Private Bankers with complex account administration and resolving client inquiries while balancing multiple priorities.

Skills & Requirements

Must-have

  • 2+ years Wealth Management Banking experience
  • Review money movement requests
  • Submit Unusual Activity Referrals
  • Work onsite in Taguig
  • Night shift availability 8 PM to 7 AM

Nice-to-have

  • Microsoft Excel proficiency
  • Power BI and SQL knowledge
  • VBA and data analytics skills
  • Project implementation experience
  • Meeting leadership capabilities

Key Requirements

  • 2+ years of Wealth Management Banking experience
  • Subject matter expert capability
  • Onsite work requirement in Taguig

Work Rights

Not specified

Tailored Resume

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