at Wells Fargo in CHICAGO, Illinois, United States
Job Description
About this role:
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Wells Fargo is seeking a Senior Private Wealth Portfolio Manager (LO)
In this role, you will:
+ Lead complex initiatives for providing a holistic investment approach to high and ultra high net worth clients
+ Consistently deliver through multiple channels within company
+ Grow new business and revenue, manage significant client portfolios, consult with the team to develop and recommend a client centric investment portfolio
+ Recognize financial or non-financial asset opportunities to integrate into the overall investment plan for clients, and for developing and executing client investment strategy
+ Make decisions in complex and multi-faceted situations requiring solid understanding of Private Wealth Portfolio Management functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet business objectives and drive new initiatives
+ Collaborate and consult with Private Wealth Portfolio Management peers, colleagues, and more experienced level managers to resolve client issues and achieve business objectives within Private Wealth Portfolio Management functional area
+ This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications, US:
+ 7+ years 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:
+ 10+ years of investment management experience
+ MBA, CFA (completed or pursuing) or similar designations preferred (CFP, CAIA)
+ Intermediate Microsoft Office skills
+ Excellent verbal, written, and interpersonal communication skills
+ Strong presen
