Wealth Management Banking Coordinator-International

About this role:

Wells Fargo is seeking a Wealth Management Banking Coordinator.

In this role, you will:

• Assist Private Bankers with account administration, supporting multiple people, and balancing multiple priorities

• Provide client service and address inquiries

• Assist in administration of accounts by interacting with clients to help resolve issues

• Perform moderately complex daily transactions and control records and files within policy guidelines

• Research and resolve routine operational issues related to simple to moderately complex accounts

• Prepare preliminary client correspondence

• Receive direction from manager and escalate non-routine questions

• Assist in the preparation of client presentation materials to support sales and marketing efforts

• Interact with immediate team and functional area on wider range of information, plus internal and external customers

Required Qualifications:

• 2+ years of Wealth Management Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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