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Wealth Client Investment Management Associate Manager

  • Client Management
  • Full time
  • R-368319

About Wells Fargo India & Philippines

Wells Fargo India & Philippines is a critical component of Wells Fargo’s strategy to leverage distinct advantages in doing business in a global environment. Wells Fargo India & Philippines is primarily an extension of the technology, operations, and corporate support teams of Wells Fargo. It engages in application development and support, testing, other technology functions, international operations, knowledge support, and middle and back-end banking process solutions for a wide spectrum of Wells Fargo’s needs. It currently has offices in Bengaluru, Chennai, Hyderabad, and Manila.

About the Role:

Wealth Client Investment Management: Associate Manager covers jobs responsible for investment servicing, establishing investment objectives, overseeing implementation of applicable investment and risk management policies and procedures in agency and trust relationships.

In this role, you will:

  • Manage offshore team of Portfolio Specialists who support Portfolio Managers with complex investment portfolios for ultra-high net worth and high net worth clients.
  • Supervise the implementation of applicable investment, risk management policies and procedures in agency and trust relationships.
  • Manage the Portfolio Specialist offshore support teams through established risk controls, policies, and procedures.
  • Manager a team of Portfolio Specialists whose responsibilities include interfacing with Portfolio Managers, WIM Relationship Managers and/or their associates as facilitator/liaison for seamless delivery of investment services and solutions. Builds partnerships with other line of business associates to foster teamwork.
  • Lead the team which supports various portfolio management activities such as investment policy statement creation, client presentations, performance reporting.
  • Provide guidance and support on Interaction with clients, preparing client correspondence and investment research reports, and scheduling client reviews.
  • Provide ongoing investment service, and ensure adherence to applicable investment and risk management policies and procedures in fiduciary agency and trust relationships
  • Identify opportunities for process improvement and risk control development within Wealth Client Investment Management functional area
  • Provide leadership, strategic support, and manage personnel responsible for the review and research of prospective client investment holdings in collaboration with regional partners and clients to develop a client investment plan
  • Collaborate and consult with Wealth Client Investment Management peers, colleagues, and middle level managers, as well as interact directly with external customers
  • Manage allocation of people and financial resources for Wealth Client Investment Management functional area
  • Mentor and guide talent development of direct reports and assist in hiring talent

Required Qualifications:

  • 2+ years of Wealth Client Investment Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of Leadership experience

Desired Qualifications:

  • Amenable to observe a night shift schedule, and work onsite (Five NEO, Taguig)
  • Experience in investment processing operation

Posting End Date: 

30 Jul 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At 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 unit’s 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, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy


Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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