Associate Portfolio Specialist (private Wealth Portfolio Management)

Wells Fargo

Taguig, Philippines
Onsite
6+ months private wealth portfolio management experience
Client service for ultra-high net worth customers
Investment transaction coordination and compliance
The role involves providing comprehensive client services to internal and external ultra-high net worth customers including account management and issue resolution

Job Summary

  • The role involves providing comprehensive client services to internal and external ultra-high net worth customers including account management and issue resolution.
  • Candidates will support the Portfolio/Investment Manager in business development, client acquisition, and relationship management while ensuring strict adherence to risk mitigation protocols.
  • The position requires coordinating investment transactions, preparing client presentations, and maintaining seamless delivery of investment solutions through collaboration with various firm partners.

Matching Summary

The role involves providing comprehensive client services to internal and external ultra-high net worth customers including account management and issue resolution.

Skills & Requirements

Must-have

  • 6+ months Private Wealth Portfolio Management experience
  • Client service for ultra-high net worth customers
  • Investment transaction coordination and compliance

Nice-to-have

  • Experience in Wealth Investment Strategy Products
  • Strong risk management mindset
  • Partnership building with business line associates

Key Requirements

  • 6+ months of Private Wealth Portfolio Management experience
  • Knowledge of fiduciary and capital markets structures
  • Ability to work night shift schedule

Work Rights

Not specified

Tailored Resume

Cover Letter