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Private Wealth Portfolio Manager

Company: Wells Fargo
Location: Omaha
Posted on: September 24, 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.Do you want to excel and inspire? You will thrive in a collaborative environment with the resources you need to serve your clients. If that environment aligns with your career goals, we need your expertise. As a Private Wealth Portfolio Manager, you will be an equal member of a team and expert investment strategist managing investment portfolios on behalf of clients of The Private Bank. Be a relationship builder and manage the portfolios of individuals with at least $10 million in investable assets.Additionally, you will provide financial and investment advice by actively managing and expanding our clients portfolios. Join our team and become a leading force in wealth management and planning in this growing segment.In this role, you will:

  • Elevate financial portfolios for clients of The Private Bank to identify the best investment decisions by leveraging all aspects of our world-class investment platform for client benefit and a deep understanding of all available investment solutions including individual securities, proprietary models, pooled vehicles, third part managed accounts, and other complementary or real asset strategies
  • Deliver ideas and shape client investment strategies utilizing the high-net worth tool kit to manage around concentrated positions, tax planning, and multi-generational considerations
  • Grow and cultivate new business and revenue and manage the largest and most complex client accounts and/or fiduciary accounts
  • Create financial or non-financial asset opportunities to integrate into the overall investment plan for clients
  • Make decisions leveraging a solid understanding of Wealth Investment Strategy Products (WISP)
  • Collaborate with WISP colleagues to resolve client issues and achieve business objectives
  • 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 belowRequired Qualifications, US:5+ years of high net worth portfolio management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:
    • MBA, CFA or CFP (completed or pursuing)
    • 10+ years of investment management experience
    • Intermediate Microsoft Office skills
    • Excellent verbal, written, and interpersonal communication skills
    • Strong presentation and analytical skills
      Job Expectations:
      • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.We Value DiversityAt 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 units 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, Omaha , Private Wealth Portfolio Manager, Executive , Omaha, Nebraska

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