WM Reg Priv Bnkg Mgr 2

Job Description

Let's talk about building a rewarding career

It starts with you. Our goal is to attract, develop, retain and motivate the most talented people - those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

Wells Fargo & Company (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune's 2015 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company's four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

Wealth Management (WM) business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Community Bank. Investment & Fiduciary Services (IFS) is within WM and works with our clients to build, manage, preserve and transition their wealth. As one of the nation's strongest financial institutions, we bring together a team of experienced professionals to gain insight into each client's unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 regional Trust Centers that support clients and field offices by providing trust administration, investment management, and fiduciary services.

This is the most senior level Private Banking Management job located in only the largest major metropolitan offices; may also exist in startup offices with extremely high potential for seasoned bankers. Manages a team of Private Bankers responsible for managing moderate to complex banking relationships with high net worth customers. Typically has responsibility for high producing private banking office(s) with the largest Net Income, Loan Outstanding and Deposit Portfolio balances. Assigns accounts and ensures relationships are managed according to customer objectives and company policy/procedures. Analyzes financial, tax and credit needs of customers, monitors customers changing needs and recommends strategies that utilize company products/services. Manages cross-sale ratios and account retention within team and develops new business through existing customer base and interaction with external resources. Manages staff levels including selection and development of staff.

Required Qualifications

  • 10+ years of private banking experience, corporate banking experience, or a combination of both
  • 5+ years of management experience, in private or corporate banking

Desired Qualifications

  • 3+ years of commercial real estate experience
  • Ability to deliver highly complex credit and deposit solutions to clients
  • Knowledge and understanding of High Net Worth (HNW) clients: banking services sales
  • Knowledge and understanding of new business development interacting with clients $5 million and above
  • 5+ years of coaching experience

Disclaimer

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

0002629 WEALTH INV MGMT/WIM PSI


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