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Associate Private Wealth Portfolio Specialist
Wells Fargo
Full-time
Taguig City, Philippines
other-general
Posted:
June 13, 2026
Location:
Taguig City, Philippines, Philippines
Job Description
**About this role:**
Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist
**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
+ Provide service to existing clients and perform tasks that are cleri...
Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist
**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
+ Provide service to existing clients and perform tasks that are cleri...
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Apply Now Save for LaterJob Overview
Job Type:
Full-time
Location:
Taguig City, Philippines
Posted:
June 13, 2026
Deadline:
June 18, 2026