Portfolio Specialist
Company: Wells Fargo
Location: Orlando
Posted on: August 7, 2022
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 an Associate
Wealth Investment Strategy Relationship 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 lower risk tasks and
deliverables with narrow impact within Wealth Investment Strategy
Products functional area
- Receive direction from supervisor and exercise judgement within
defined parameters while developing understanding Wealth Investment
Strategy Products functional area, policies, procedures, and
compliance requirements
- Provide information to Wealth Investment Strategy Products
managers, colleagues, and stakeholders, including internal as well
as external customers
- Assist Senior Investment Managers in handling investment
management activities for clients. Manages simple to moderately
complex investment portfolios for Investment Management accounts
and/or Fiduciary accounts. With limited investment strategy
authority, works under the direct supervision of management and
investment advisors. Consults with advisors to deliver 'full
balance sheet' solutions based on company's investment philosophy
and client objectives. Utilizes an investment consulting approach
to execute investment strategies while leveraging individual
securities (incl. equities, bonds, ETFs, real estate securities,
etc.), pooled vehicles (incl. open and closed end MFs and DIFs),
'open architecture' platforms, and 'alternative' investments to
maximize returns with acceptable levels of risk for clients.
Performs investment research, keeps informed of developments in the
investment industry and confers with tax attorneys, accountants,
etc., to determine other consequences of investment decisions and
resolve account problems. Assists in business development through
sales/marketing while leveraging partnership opportunities
throughout the firm. Required Qualifications, US:
- 6+ months of Wealth Investment Strategy Products experience, or
equivalent demonstrated through one or a combination of the
following: work experience, training, military experience,
educationDesired Qualifications:
- 2+ years of investment support, technical proficiency,
excellent interpersonal and communication skill, i nvestment
support experience, MBA, CFA (completed or pursuing, or similar
designations)
- Intermediate skills with Microsoft Office tools.
- Strong prioritization skillset
- Strong collaboration and partnering skills We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in
the workplace; accordingly, we welcome applications for employment
from all qualified candidates, regardless of race, color, gender,
national origin, religion, age, sexual orientation, gender
identity, gender expression, genetic information, individuals with
disabilities, pregnancy, marital status, status as a protected
veteran or any other status protected by applicable law. 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 unit's risk appetite and all risk and compliance
program requirements. Candidates applying to job openings posted in
US: All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability, or
status as a protected veteran. 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.
Keywords: Wells Fargo, Orlando , Portfolio Specialist, Accounting, Auditing , Orlando, Florida
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