Associate Portfolio Specialist (Private Wealth Portfolio Management) Job at Wells Fargo (Taguig City)

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Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Deerfield

Salary:

66000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

June 16, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Wealth Advisor Associate

We are looking for an experienced Wealth Advisor Associate to support a high-per...

Location

United States , New York

Salary:

100000.00 - 120000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of experience supporting a private wealth, wealth management, or advisory team in a client service, operations, or advisory support capacity
Active Series 7 and Series 66 licenses are required
Background in private wealth management with practical experience supporting client relationships and service delivery
Familiarity with account administration, operational workflows, and investment implementation processes within an advisory environment
Exposure to financial planning and estate planning coordination, with the ability to manage related documentation and follow-up tasks
Strong communication skills, including the ability to interact professionally with clients and internal or external partners
Excellent organizational skills, close attention to detail, and the ability to manage multiple priorities at once with sound judgment and discretion

Job Responsibility

Partner with the lead advisor to organize client meetings, develop materials, document key discussion points, and ensure timely completion of next steps
Oversee day-to-day service for an assigned group of client relationships, delivering responsive support and helping maintain a consistently high standard of client experience
Coordinate investment-related follow-up by preparing review materials, assisting with proposals, supporting portfolio implementation, and recording advisory decisions accurately
Work with internal specialists to turn planning and investment recommendations into clear client communications and actionable deliverables
Facilitate financial planning and estate planning workflows by gathering information, collecting documentation, scheduling discussions, and monitoring progress on open items
Handle core administrative and account service activities, including maintenance requests, form processing, document routing, and general client servicing needs
Maintain strong team organization through accurate CRM updates, structured task management, orderly document retention, and consistent use of standardized materials
Contribute to team initiatives focused on market developments, business priorities, process enhancements, and thoughtful use of AI-enabled tools to improve efficiency and output quality

What we offer

medical, vision, dental, and life and disability insurance
enrollment in company 401(k) plan

Fulltime

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

New

Residential Property Associate

A highly regarded London law firm, renowned for advising high-net-worth individu...

Location

United Kingdom , London

Salary:

95000.00 - 130000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

4+ years PQE gained within a recognised residential property practice
Strong experience handling high-value residential transactions
Experience advising high-net-worth clients
Excellent technical knowledge of residential conveyancing and property law
Confidence managing transactions from instruction through to completion
Strong drafting, negotiation and client management skills
Commercial awareness and attention to detail
A collaborative approach and desire to build long-term client relationships

Job Responsibility

Acquisitions and disposals of prime and super-prime London property
High-value freehold and leasehold transactions
Property acquisitions involving trusts, offshore structures and family offices
Portfolio management and restructuring matters
Advising high-net-worth and ultra-high-net-worth individuals
Residential financing and refinancing transactions
Landlord and tenant matters connected to residential assets
Complex title investigations and property structuring
Development acquisitions and strategic land matters
Coordination with private wealth, tax and trust specialists on multi-disciplinary matters

What we offer

Pension
Healthcare

Fulltime

Head of International Partners Team - VP

Join Relationship Management, to build and maintain relationships with customers...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies
manage and maintain policies/ processes

Job Responsibility

To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to colleague well-being
Office with shops, restaurants, gyms and alfresco dining area
Great location in Marina Bay
Eco-friendly facilities like an eco-farm
Vibrant and diverse community
Commitment to inclusion and opportunities
International scale offering incredible variety, depth and breadth of experience

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Swim Instructor

You will instruct students on water safety and proper swim techniques based on t...

Location

United States , Central Park

Salary:

19.00 - 20.00 USD / Hour

Goldfish Swim School

Expiration Date

Until further notice

Requirements

Ability to work with children
Strong communication and organizational skills
Ability to complete lifeguard, CPR & AED certification class as part of training and work scheduled shifts as a lifeguard
Ability to perform job functions in a warm, humid setting and chlorinated pool (lifting, standing for extended periods of time, demonstrating curriculum skills and performing in-water rescues if necessary). Noise level is usually moderate

Job Responsibility

Provide swim instruction based on the Goldfish Swim School curriculum
Educate students on safety rules and regulations to prevent accidents
Evaluate students’ progress, and complete required paperwork in a timely manner
Interact with parents/guardians on the activities and development of students’ swim skills
Use problem-solving and creative thinking skills to identify and resolve challenges that students encounter
Maintain and ensure proper storage of all pool equipment. Place and remove lane lines and class materials before/after lessons
Perform light cleaning duties such as window washing, deck mopping, trash removal etc. on occasion
Attend occasional mandatory workshops and in-service training outside of regular working hours
Fulfill other duties or responsibilities as assigned by your employer

What we offer

Employee discounts
Free food & snacks
Free uniforms
Opportunity for advancement
Training & development
Growth opportunities with frequent & regular pay increases as you grow your skills
Set weekly schedule - always know when you’re working
Thorough, paid training with lifeguard certification included
Valuable work experience
Social opportunities

Parttime

Logistic Employee Fulltime

Are you ready to work independently and to make a lot of hours? As a logistic em...

Location

Netherlands , Zaltbommel

Salary:

14.71 EUR / Hour

Randstad

Expiration Date

May 26, 2027

Requirements

You speak Dutch and/or English
You have a car, scooter, or bike to get to work
You are available for a minimum of three days per week
You are flexible and available to work all two shifts: evening/night shift 20:00 – 05:00, night shift 01:30 – 10:00
You are able to work physical by moving roll containers full of packages
You are willing to apply for a Certificate of Conduct (VOG) and cover the upfront cost
A NOR check is part of the application process
by applying, you agree to this

Job Responsibility

Load and unload trucks
Unload roll containers and place them in the correct storage areas
Help with loading ensuring the correct containers go with the driver

What we offer

Base salary of € 14,71
Allowance: 20% and 30% after 10:00 PM
Weekend allowance: 40% and 100%
Your travel costs covered by us
Opportunities to grow
Flexibility in hours

Fulltime

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Associate Portfolio Specialist (Private Wealth Portfolio Management)

Job Description

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