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Associate Private Wealth Portfolio Specialist
Wells Fargo
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Taguig City, Philippines
Location
Taguig City
Posted
June 18, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
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...