Senior Wealth Management Banking Coordinator Job at Wells Fargo (Taguig City)

Private Banking & Wealth Management Executive

Working as a Barclays Private Banking & Wealth Management Executive, you will be...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, operational procedures, risk management, lending and understanding of security requirement
Ability to demonstrate integrity and adherence to regulatory policies and procedures. An understanding of financial services Risk and Control procedures
Experience in managing client relationship
Experience in dealing with senior stakeholders
Experience in preparing for client facing meetings relating to banking proposition, investments and annual reviews
Relevant client facing experience in a Private Banking/Wealth Management or similar role
Excellent organisational skills and attention to detail, ensuring accuracy and efficiency in all administrative tasks and client communications.
Technically minded with strong PC skills (Word, Excel, Power point)
Good communicator with the ability to engage across a broad client demographic
Strong interpersonal and communication skills, with the ability to develop trusted relationships with clients and internal teams across various cultures and backgrounds.

Job Responsibility

Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
Information gathering on relevant market trends, competitor offerings, and industry news to support the relationship manager in providing informed advice and tailored solutions.
Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
Management of inbound and outbound communication through phone, email, and other channels, relaying important information and response to client inquiries.
Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances, statements, transactions, fees.

What we offer

Supporting active commuters
Time to connect
Wellbeing in focus
Advanced trading floors

Fulltime

Portfolio Credit Risk Management 2nd LOD Senior Lead Analyst

Citibank, N.A. seeks a Portfolio Credit Risk Management 2nd LOD Senior Lead Anal...

Location

United States , New York

Salary:

198900.00 - 233557.54 USD / Year

Citi

Expiration Date

August 21, 2026

Requirements

Master’s degree, or foreign equivalent, in Finance, Actuarial Science or related field and 8 years of experience as a Risk Policy Manager, Risk Portfolio Manager, Risk Manager Payroll Portfolio, Credit Portfolio Group Manager, Credit Portfolio Senior Manager, Credit Portfolio Manager, Mortgage Models Senior Analyst, Scoring & Credit Policy Analyst, or related position involving Consumer Risk and Portfolio Management for a global financial services institution. Alternatively, employer will accept a Bachelor’s degree in the listed fields and 10 years of progressively responsible, post-baccalaureate experience in the listed positions. Full span of experience must include: Developing Credit Risk Strategy, including segmentations and scoring models
Executing Credit Risk Programs, including risk identification, monitoring, and framework development
and Developing risk reports using statistical and reporting tools including SAS, Tableau, Power BI, Microsoft Office. Additionally, 2 years of experience must include: Preparing and communicating Senior Management materials, providing insights for Consumer Credit Risk Portfolios and Strategies
Contributing to the quarterly forecast process
Setting and operational policies and procedures
Working with institutional clients based in Mexico and the U.S.
and Developing Loss Benchmarks curve methodology for Consumer products.

Job Responsibility

Provide guidance and coordinate cost of credit activities for Consumer Credit businesses, including engaging with Modeling groups, in-business Retail and Wholesale groups and Finance groups
Establish cross-functional partnerships and networks
Sets standards for Personal Banking, CCAR, CECL, QMMF and Loss Forecasting processes and oversee the applications of those standards
Provides risk oversight
Managed the quarterly forecast process for Consumer Credit businesses, set up standards, share best practices, collect information, and create a report for the Senior Risk Management
Assist with the quarterly forecast process for Consumer Credit businesses
Track differences between actuals and forecast in order to retro-feed the process to improve forecast techniques
Participate in the Chief Risk Officer meetings to understand and challenge the forecasts assumptions and results
Execute Loss Forecasting analyses, projects, and reporting initiatives to support Personal Banking, Wealth Management and Legacy Franchise
Provide strategic analytics and insight regarding Cost of Credit (CoC) actuals and forecast to senior management including preparing Citi’s CFO for earnings release (CFO Earnings preparation)

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Wealth and Retail Fraud Risk 2nd LOD, Senior Vice President

Individuals in Fraud Risk establish and manage fraud risk policies, propose stra...

Location

United States , Getzville; Wilmington

Salary:

115840.00 - 173760.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
5-7+ years in or supporting Wealth or asset management businesses, product segments, or high net worth customer bases
Robust understanding of fraud risk, and broader operational risk management frameworks, industry standards, regulatory requirements, and risk mitigation practices
Demonstrated leadership in coordinating with business units and senior management to address fraud risk issues and implement solutions
Demonstrated track record of effectively assessing and managing competing priorities
Experience interacting with Regulators and Internal Audit
Previous experience working on complex firm-wide projects or processes
Effective leadership ability to credibly challenge and influence stakeholders
Comfortable in dynamic environments, capable of adapting to change while maintaining focus on risk management objectives
Ability to think strategically and align fraud risk management with organizational goals and regulatory obligations

Job Responsibility

Oversee the application of fraud risk policies, tools, and governance processes, creating sustainable solutions for minimizing losses resulting from failed internal processes, inadequate controls, and emerging risks related to fraud
Design and oversee the implementation of robust control measures to mitigate identified fraud risks
Independently assess fraud risks within the business, ensuring that the level of exposure to potential fraud risk is within the organization's acceptable risk appetite
Review and challenge the effectiveness of risk mitigation strategies and control measures implemented by the 1st line of defense
Build and maintain effective relationships with Business partners, establishing credibility by understanding the business, their needs, strategic priorities, and challenges
Provide strategic fraud risk advisory and support to the business and other stakeholders
Guide them in making informed decisions that consider the potential impacts and risks of fraud
Partner with key stakeholders to drive fraud risk management strategy in alignment with organizational objectives and risk appetite
Support independent oversight and assurance over the bank’s broader operational risk management frameworks, ensuring compliance with regulatory requirements and internal policies
Support internal and external audits and regulatory examinations, as applicable

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Senior Premier Banker Tega Cay

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal r...

Location

United States , Fort Mill

Salary:

Not provided

Wells Fargo

Expiration Date

July 17, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services

Job Responsibility

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

What we offer

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
rewarded for investing in your community
celebrated for being your authentic self
empowered to grow

Fulltime

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New

Senior Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal r...

Location

United States , San Jose

Salary:

37.00 - 65.50 USD / Hour

Wells Fargo

Expiration Date

July 27, 2026

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that will include most Saturdays
This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations.
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.
This position is not eligible for Visa sponsorship

Job Responsibility

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

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

Senior Client Service Associate

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–5+ years in UHNW client service (RIA, family office, private bank, etc.)
Experience navigating complex client needs with maturity, discretion, and emotional intelligence
Strong organizational skills, proactive mindset, and high attention to detail
Familiarity with systems like Addepar, Salesforce, and Asana a plus

Job Responsibility

Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows
Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions
Support philanthropic entities and family office operations with precision
Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience
Review and finalize investment reports and performance data (no data entry)

What we offer

Flexible remote-first work model (no required office time)
Low turnover, values-driven culture, and high team retention
Quarterly offsites for team building and strategy sessions
Competitive benefits: 100% paid health/dental/vision for employees, 401(k) match, paid parental leave

Fulltime

Senior Premier Banker

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal r...

Location

United States , Mountain Brook

Salary:

Not provided

Wells Fargo

Expiration Date

Until further notice

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services

Job Responsibility

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Fulltime

Executive Assistant & Corporate Governance Coordinator

A growing financial institution is seeking a highly polished Executive Assistant...

Location

United States , New Canaan

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of experience supporting senior executives, boards of directors, or corporate governance functions
Prior experience within banking, financial services, insurance, wealth management, or another highly regulated environment strongly preferred
Demonstrated experience coordinating board meetings and managing governance-related documentation
Proficiency with board management platforms such as Diligent, Boardvantage, or similar governance systems
Advanced Microsoft Office skills, including Outlook, PowerPoint, Word, and Excel
Exceptional organizational, communication, and project management abilities with a high level of professionalism and discretion
Bachelor's degree preferred
governance-related certifications are a plus.

Job Responsibility

Coordinate complex schedules, meetings, travel arrangements, and executive priorities for senior leadership, ensuring alignment with organizational objectives and key business initiatives
Prepare executive briefings, reports, presentations, and correspondence while monitoring incoming communications and escalating matters as appropriate
Facilitate interactions between executive leadership and internal stakeholders by organizing agendas, meeting materials, and follow-up activities
Anticipate scheduling conflicts, shifting priorities, and emerging issues to ensure leaders remain focused on strategic business matters
Support special projects and enterprise-wide initiatives requiring executive oversight and cross-functional coordination
Oversee the administration of board and committee meetings, including annual planning, meeting logistics, director communications, and distribution of confidential materials
Assemble board packages and supporting documentation by partnering with business leaders to gather, review, and organize meeting content
Maintain governance calendars, meeting schedules, attendance records, committee assignments, and director information
Capture meeting discussions, decisions, resolutions, and action items while monitoring progress on outstanding deliverables
Manage board portal administration and ensure timely, secure access to governance materials

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

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Senior Wealth Management Banking Coordinator

Job Description

Job Responsibility

Requirements

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