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

Wealth Regulatory Reporting Operations Manager

The Wealth Regulatory Reporting Operations Manager is an managerial role respons...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum 9 years of experience in Operations, preferably in regulatory reporting space
Minimum 4 years of experience in leading team
Solid experience in transactional regulatory reporting
Proven experience working with demanding business stakeholders within a cross-functional matrix environment
Deep understanding of regulations and operational processes
Good understanding of Investments and Capital Market products as well as trade execution and settlement processes
Analytical thinking skills
Effective workload management
Effective, adjusted to recipient communication skills
Critical thinking and drawing logic conclusions

Job Responsibility

Preparation and submission of regulatory reports covering different jurisdictions and products
Analyzing regulatory reporting process front to back
Resolving issues related to regulatory reporting
Communicate operational changes arising from remediation or process or control enhancements to Operations & Technology
Develop Business Requirements for system-related enhancements and End to end management of implementation of new or amended regulations
Reconciliation of positions and ensuring of completeness, accuracy, and timeliness of reporting
Executing the road map to improve regulatory reporting operations efficiency, controls, and resilience
Streamlining process inconsistencies, mitigate risks, and process documentation
Sharing knowledge among team to manage regulatory reporting operations functions
Anticipate details of future regulations by communicating directly with key stakeholders and staying informed of relevant trends and industry new

Fulltime

Business Support Manager

The PBWM Operations & Business Support Manager plays a critical role in supporti...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Demonstrate in-depth technical knowledge of PBWM operations, products, services, and regulatory requirements
Demonstrate a strong understanding of relevant principles, concepts, and operational frameworks within the PBWM domain
Evidence of applying technical expertise to solve problems, assess operational risks, and inform decision-making
Requires in-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others
OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate
Will have an impact on the work of related teams within the area
Partner with other functions and business areas

Job Responsibility

Support daily operational activities across PBWM, including account processing, product setup, service requests, documentation review, and transaction oversight
Conduct detailed reviews to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements
Support root-cause analysis and timely resolution of operational issues, ensuring minimal disruption to client service
Assist in managing client relationships by understanding service needs, identifying issues, and ensuring delivery of a consistently high standard of service
Work closely with Relationship Managers, Product Specialists, and Operations teams to provide seamless client experiences
Partner with internal stakeholders across Operations, Risk, Compliance, Technology, and Front Office teams to align processes and support integrated PBWM service delivery
Act as a key liaison for operational matters, supporting communication flows and process consistency across the business
Identify areas for enhancement within PBWM processes, proposing and supporting implementation of solutions to improve efficiency, accuracy, and client satisfaction
Contribute to the development, documentation, and embedding of operational procedures and internal controls to mitigate risks and support a robust control environment
Support the implementation of new policies, ensuring changes are understood, adopted, and effectively executed

What we offer

Hybrid working
Access to wellness rooms, gyms and mental health support
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
On-site cafeterias, fitness centers, and tech-equipped workstations
Opportunities for socialising, sports, community events and volunteering

Fulltime

IPB Assistant Relationship Manager

The IPB ARM (C10) is a developing professional role that applies specialty area ...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
ability to problem solve and analyze data with demonstration of attention to detail
strong verbal and written communication skills
client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days
bachelor's/university degree or equivalent experience

Job Responsibility

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
manage and execute client transactions with respect to business and individual banking, credit and investment products
ensure transactions are completed within audit and compliance standards as well as timely
take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
proactively arrange and participate in client visits and perform service quality check-in calls to clients
obtain banker/client appointments to build upon existing or establish new relationships
identify and document new business opportunities for referral to banker or product specialist
perform responsibilities through proficient use Citi applications

Fulltime

Assistant Manager

Step into the role of Assistant Manager at Barclays, where you'll play a pivotal...

Location

India , Pune

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Strong knowledge of CDD (Customer Due Diligence), KYC, and regulatory compliance frameworks
Experience in client onboarding, account opening, and lifecycle management within banking or wealth management
Risk and control mindset with strong analytical and problem-solving skills
Strong stakeholder communication, reporting, and operational process improvement experience
In-depth technical knowledge and experience in their assigned area of expertise
Thorough understanding of the underlying principles and concepts within the area of expertise
Ability to lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources
Demonstrated leadership behaviours (Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others)
Ability to partner with other functions and business areas
Ability to take ownership for managing risk and strengthening controls

Job Responsibility

Manage and support end-to-end processing, reviews, reporting, and issue resolution across accounts, products, and services
Support client relationship management by identifying client needs and ensuring service delivery meets expectations
Develop and maintain procedures, controls, and governance processes to mitigate risk and ensure regulatory compliance
Prepare performance reports, MI, and presentations for senior stakeholders
Identify process improvement opportunities and support change initiatives to enhance operational efficiency
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency

What we offer

Structured hybrid working with fixed 'anchor' days onsite
Supportive and inclusive culture and environment
Commitment to flexible working arrangements
Opportunities for mobility, exploring every part of our operations as you build your career
State-of-the-art technology hub with excellent facilities for work, socialising and leisure

Fulltime

Analyst

Step into the role of Analyst where you will focus on monitoring Trade flow and ...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Monitor Trade flow through internal systems ensuring accuracy and completeness of trades booked
Identify exceptions requiring manual booking or partial booking
Assess all amendment/rebooking requests and execute accurately
Investigate adhoc queries from stakeholders
Perform daily controls for manual bookings and completeness of exceptions checks
Strong understanding of trade lifecycle and trade settlements.
Data Analytica, AI Tools (Power Automate, Co Pilot etc)
Prior exposure to regulatory reporting and audits is an advantage.
Detail oriented with strong ownership of daily deliverables.
Ability to manage tight deadlines with accuracy.

Job Responsibility

Focus on monitoring Trade flow and ensuring trades are booked fully and accurately managing exceptions through the Trade Life Cycle.
Perform BAU and pick up daily reporting requirements, regulatory attestations, UAT testing, evidence gathering for audits etc.
To support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.
Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services.
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations.
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes.
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes.
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency.
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders.
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services.

What we offer

Hybrid working
We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business.
We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area.
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success.

Fulltime

Key Account Manager

You will be part of a commercial team managing client relationships and new busi...

Location

Singapore , Singapore

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

At least 8-12 years of relevant sales experience up-selling to Banks, preferably in software and/or wealth management products in both On-Premise and SaaS Models
Experience in several banking domains
Bachelor's/Masters’ from a recognized institute, preferably specializing in Business / Banking / Computer Science related disciplines
Prior experience in managing and selling banking software packages
Strong in creating trustworthy long-term relationships with demanding stakeholders in situations of conflicting interests
Savvy in networking
Exceptional problem-solving skills
Ability to maximize customer value and embrace intrapreneurship
Strong in communication, presentation and conflict management skills
Capable in generating trust and manage resources effectively

Job Responsibility

Manage and further develop our customer portfolio in the region
Manage and coordinate all commercial and contractual aspects between Avaloq and its customers
Master the upselling process for products and services
Ensure compliance with the various contracts
Oversee financials
Handle operational business
Foster fruitful collaboration
Build and maintain effective long-term relationships with key stakeholders of highly complex accounts
Build up in-depth knowledge of the customer’s business, build up and maintain a network within the customer on various levels
Identify the major decision-makers and maintain relationship

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Senior Wealth Planner

You will be based in Denmark, and work closely with our local client advisors, i...

Location

Denmark , Copenhagen

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Master degree in law/tax, or HD Financial Planning / Certified Wealth Planner
Solid experience from a bank, an advisory firm or law firm as a Wealth planner/tax advisor
In depth knowledge in the Danish products such as life insurance, pension, and taxation of investment products
In depth knowledge of the of Danish corporate structures and succession planning opportunities
Understanding concepts of foreign tax planning, structures and solutions (e.g. trusts, foundations etc.)
Knowledge in civil law (matrimonial regimes, succession law, etc.)
Proficient use of MS Office
Danish and English (fluent / advanced)

Job Responsibility

Provide holistic wealth planning advice to support the achievement of the client’s financial and life objectives
Develop and maintain expertise on wealth planning solutions dedicated to HNWIs/UHNWs domiciled in Denmark
Ensure all aspects of the case (compliance, tax, legal) are comprehensively covered, anticipating and resolving any issues in a timely manner
Provide technical assistance on estate planning matters to client advisors, participate in client meetings upon request, proactively share relevant information to the client advisors
Provide assistance to compliance and lending departments on the onboarding process of complex cases
Manage complex business cases, coordination with all appropriate functions, internal and external stakeholders
Provide technical trainings to the client advisors in the Nordics
Ensure good lines of communication are maintained between the Bank, the client, and where appropriate, the client’s professional advisors
Build and maintain a strong relationship with the client advisors through regular contact and the ongoing monitoring of developments in the markets
Participate in marketing and commercial events

New

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

Wealth Management Banking Coordinator

Wells Fargo

Location:
Philippines , Taguig City

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 22, 2026

Expiration:
March 26, 2026

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