About this role:
Wells Fargo is seeking a Senior Wealth Management Banking Coordinator.
In this role, you will:
- Provide account administration and risk management, supporting multiple people and balancing multiple priorities
- Assist in providing service to private wealth client relationships; provide client service and address inquiries
- Perform moderately complex daily transactions and control records and files within policy guidelines
- Prepare preliminary client correspondence
- Research and resolve operational issues related to complex accounts
- Work with centers, offices, and stores to execute daily transactions for bankers
- Support performance of less experienced staff and overall effectiveness of team
- Collaborate and consult with peers, colleagues, and managers to resolve routine issues and achieve goals, while building a strong knowledge of internal policies and procedures
- Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures related to low to medium risks and deliverables
- Manage and service a complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and services
Required Qualifications:
- 2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education
Desired Qualifications:
Good Microsoft Excel skills. Knowledge in PowerPoint presentation, data analytics, usage of tools such as Power BI, SQL, VBA, is a plus.
Experience in implementation of projects related to revision or upgrade of operational procedures.
Ability to lead meetings,
Job Expectations:
Responsible for reviewing money movement requests while maintaining high quality, in consideration of travel rules.
Responsible for completing given tasks following the bank's service level agreement.
Identify and refer potential risk on the request, e.g. inaccuracies that could lead to operational and financial losses.
Identify and when necessary, draft and submit Unusual Activity Referrals for potential Money Laundering, Fraud, or any other Financial Crimes Matter
Provides insights with process improvements that can help develop the business
Possibility of conducting training to newly onboarded team members
Must be a subject matter expert in limited amount of time
Ability to perform AD HOC tasks in an efficient manner
Attention to detail and accuracy
Must be amenable to work onsite (Five/NEO, BGC, Taguig). Must be willing to work on a full shift within 8:00 PM to 7:00 AM or 2:00 AM - 11:00 AM PHT
Posting End Date:
30 Jul 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. 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.
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 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.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
