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⏰ Full-time

Associate Private Wealth Portfolio Specialist

Wells Fargo
Location 📍 Taguig City, Philippines
Posted 📅 June 14, 2026
Work Type ⏰ Full-time

Position Overview

**About this role:**

Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist

**In this role, you will:**

+ Provide client services to internal and external ultra-high net worth customers in account management, operations, documentation, issue resolution, and technical support
+ Review basic issues, policies, or procedures for which answers can be quickly obtained, and are related to low to medium risk tasks and deliverables with narrow impact within Private Wealth Portfolio Management functional area
+ Receive direction from supervisor and exercise judgement within defined parameters while developing understanding Private Wealth Portfolio Management functional area, policies, procedures, and compliance requirements
+ Provide information to Private Wealth Portfolio Management managers, colleagues, and stakeholders, including internal as well as external customers
+ Provide service to existing clients and perform tasks that are cleri...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
Taguig City, Philippines