Portfolio Account Manager French Speaking jobs at Wells Fargo in United Kingdom, City Of London

In this role, you will:

• Be responsible for Situation Investigation and Problem Analysis, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards).

• Define and document requirements and user stories using Jira as prescribed by the team and run appropriate meetings to validate the artefacts produced prior to signoff.

• Undertake gap analysis across a given operating model.

• Support Idea generation.

• Produce dashboards to monitor user story and testing progress as prescribed by the team

• Document test scenarios and create tests packs.

• Display a high degree of stakeholder management and analysis.

• Support the project manager when required to do so.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

Required Qualifications and Skills:

• Experience working within financial services specialising in Capital Markets.

• Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

• Experience of Investment Operations and the trade Lifecycle demonstrated through one or a combination of the following: work experience, training, military experience, education.

• Exceptional communication and relationship building skills at all levels of the organization.

• Resilient, organised with a high degree of attention to detail.

• Excellent documentation skills ensuring traceability of the delivery back to requirements.

• Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

• Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

• Experience working within both waterfall and agile methods of project delivery.

• Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

• Flexibility to manage multiple distinct work streams simultaneously.

• Fluent in the following applications: All MS Office Application and Agile Enterprise Jira, and Confluence.

• Qualifications in Business Analysis and Investment Operations will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The ideal candidate will be expected to:

• Self-lead the build out a new function that will centrally run controls and processes owned within the front office
• Establish a best-in-class control/operating environment complemented by up-to-date procedures and process flows, disciplined periodic testing/reviews, constant search for efficiencies etc.
• Proactively establish and develop relationships with key stakeholders across the businesses, COO teams, business control and functional partners to effectively perform the role

Responsibilities:

• Build out the team between London and Singapore and establish a high-performance culture that is focused on both quality and efficiency
• Build out the book of controls and processes to centralize within the business management function, partnering with product/activity COOs between multiple regions
• Build out the accompanying management information (KRIs/KPIs) associated with the function and establish related reporting routines
• For new controls/processes, partner with related COO teams and functional partners to establish robust but operationally efficient controls/processes
• Develop procedures for the centralized controls/processes (adhering to firm wide standards) and establish regular review routines to ensure they remain up to date
• Serve as a subject matter expert on business booking models/activities and link those models/activities to controls, processes, intercompany agreements, licenses, front office teams etc.
• Proactively track actions/feedback from stakeholders related to activities and regularly update on progress
• Build and maintain strong relationships with the businesses, COOs and functions to stay on top of personnel, regulatory, system, tooling changes
• Know and understand the regulatory requirements associated with the footprint of the businesses and connection between those requirements and the controls/processes run within the team
• Drive the evolution of the controls/processes run by the team and ensure business/regulatory requirements are always met
• Drive the development of offshore capabilities, partnering with the global lead in the US to ensure control/process migrations are done thoughtfully and with clear accountability
• Serve as front office controls/processes subject matter expert in risk control self-assessments and internal/external audits
• Develop and maintain Business Continuity Plans for the team
• Support reporting obligations – management, entity, regulatory
• Run ad-hoc initiatives that cut across product / activity verticals
• Drive special initiatives at the request of the International Markets COO

Required Experience:

• Corporate & investment banking business management or leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Management or leadership experience

• Relevant experience working within an investment bank

• Deep understanding of markets, including products, services, clients and regulatory environments
• Experience in building, managing and developing geographically dispersed teams
• Experience in designing, implementing and running controls/processes for a business
• Experience in managing a portfolio of control/process routines across a team
• Experience in dealing with complex problems that require multiple global stakeholders to solve
• Experience in working with senior executives requiring high quality work but under time pressure
• Experience in establishing offshoring service centres

Skillsets:

• Meticulous attention to detail whilst able to present information at the intended audience’s level
• Self-starter who is solution orientated and constantly acts on opportunities for continuous improvement
• Builds trust and operates with discretion and integrity
• Scrutinizes the first answer, evaluates alternatives, considers perspectives and tests assumptions
• Exceptional organizational and project management skills
• Strong interpersonal and communication skills
• Ability to set a target operating state and execute towards that
• Ability to lead teams through change
• Ability to influence/negotiate and build consensus with stakeholders across all levels
• Ability to run multiple concurrent tasks whilst playing varying roles in their execution
• Ability to quickly understand and synthesize complex information sets and identify themes/connections
• Ability to work independently and as part of a team
• Expert skills in MS Excel, PowerPoint, SharePoint and Visio

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Lead complex initiatives, including those that are companywide with broad impact
• Act as key participant in large scale planning for Corporate Banking Portfolio Management functional area
• Review and research complex multifaceted, large scale, and long term business challenges within Corporate Banking Portfolio Management functional area that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
• Collaborate and consult with peers, colleagues, and mid level to more experienced managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a peer mentor

Required Qualifications:

• Experience in CIB Portfolio Management, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in credit portfolio management, including market-traded products, to meet with the long-term financial objectives and risk tolerance for corporate banking clients.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Experience in leading Regulatory Reporting Projects is valued for this high-profile role. Additionally, possessing industry-recognized qualifications in Business Analysis and Investment Operations, such as the Investment Operations Certificate (IOC), is seen as advantageous.

In this role, you will:

• Be responsible for Situation Investigation and Problem Analyses, Feasibility Assessments, Business Case Development, Process and Service Improvement, Business Acceptance Testing, Business Change Deployment and Requirements Definition.

• Handle stakeholder management and analysis.

• Execute engineering requirements.

• Be responsible for data modelling and data gap analysis.

• Execute Idea generation and visualising.

• Be responsible for project management.

• Manage user story and acceptance create generation.

• Execute document test scenarios and create tests packs.

• Run discovery, elicitation and design workshops with stakeholders at varying levels to ensure problem statements are fully understood, that requirements are holistic and that they are documented to the highest standards.

• Build relationships and influence Internal and external stakeholders to help navigate Wells Fargo move towards the it future state in line with the firm strategy and business objectives.

• Fully utilise confluence and Jira to document all key artefacts produced during a project and run appropriate meetings to validate the artefacts produced prior to signoff.

• Facilitate and run design workshops with impacted stakeholders and technology partners.

• Identify, analyse and manage risks, issues and interdependencies, escalating as necessary and ensure project tasks are completed according to established timelines.

• Ensure that project delivery is carried out according to the defined scope.

• Collaborate with Technology and Operations teams to deliver optimal solutions.

• Maintain up to date working knowledge of the industry and ensure that the organization’s interests are considered.

  Required Qualifications:

  • Experience in Institutional Investment Operations, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

  • Be familiar with both the Systems Development Life Cycle (SDLC) and the broader Business Change Life Cycle (BCLC).

  • Possess a proven ability to work in creating efficient and effective processes and controls with a goal to minimize systemic and systematic risks.

  • Experience working within financial services specialising in Capital Markets

  • Exceptional communication and relationship building skills at all levels of the organization.

  • Resilient, organised with a high degree of attention to detail.

  • Excellent documentation skills ensuring traceability of design and delivery back to requirements

  • Experience documenting testing strategies, coordinating testing efforts across multiple platforms and business functions, capturing and documenting UAT results, creation of test scripts and managing and communicating progress.

  • Ability to interface between the business and technology teams, work collaboratively and communicate effectively with stakeholders in IT, Operations, the Business, Legal and Compliance.

  • Ability to identify the root cause of problems and propose solutions resulting in clear options and recommendations that can be considered to address the issues identified.

  • Experience working within both waterfall and agile methods of project delivery.

  • Ability to identify strategic opportunities and make specific recommendations.

  • Aptitude to structure multiple tasks and work in an organized manner under pressure and time constraints.

  • Flexibility to manage multiple distinct work streams simultaneously.

  • An understanding of current and futures Transaction Reporting Regulations within EMEA.

  • Fluent in the following applications: Microsoft Excel, Agile Enterprise Jira, and Confluence.

  • Applicants with industry qualifications in business Analysis, Investment operations and wide product and trade lifecycle Knowledge will be considered preferable for this role.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage a team of audit staff responsible for executing and delivering the International Financial Crimes Audit Plan
• Have responsibility for resource management and assisting the broader team in overall audit plan completion
• Assess associated risks and controls and complete engagements within the International Financial Crimes Audit Plan
• Ensure audit engagements are risk-based, and executed according to Internal Audit policies and guidance
• Build and maintain a proficient team of auditors
• Provide timely feedback, coaching and monitoring of development plans
• Develop and maintain excellent business relationships with leadership and other stakeholders, such as regulatory agencies, across jurisdictions
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• Experience in Audit, Risk, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Management experience

Desired Qualifications:

• A Bachelor's Degree or equivalent
• Financial crimes experience at a financial institution, including diverse AML and Sanctions experience across the various areas of an enterprise-wide program
• Specific knowledge and experience performing and managing Audit testing in accordance with anti-money laundering regulations for the APAC and EMEA regions
• Solid knowledge and understanding of audit methodologies and supporting tools
• Strong understanding of financial crimes regulatory environment
• Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation, or equivalent
• Experience leading and providing feedback to staff on audit projects or engagements
• Preferred experience with innovation, data analytics, automation, or continuous auditing
• Previous experience engaging, collaborating with, and influencing senior leaders and other audit teams
• Leadership experience with ability to effectively drive results, provide feedback/direction, and manage and build relationships with leaders and team members in a geographically dispersed team environment
• Ability to interact with Audit management and team members, business partners and regulators
• Experience developing people and building the talent pipeline in a growing and changing environment

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Manage the day-to-day customer relationship to ensure smooth running of the account
• Manage customer inquiries, payment performance and disputes
• Oversee growth opportunities and recommend improvements for customer satisfaction
• Resolve complex customer inquiries, billing errors, payment performance and disputes
• Perform financial analysis of customers in underwriting
• Identify and recommend opportunities for process improvement and risk control development
• Make decisions and resolve issues to meet business objectives
• Interpret policies, procedures, and compliance requirements
• Collaborate and influence all levels of professionals including senior managers
• Various internal reporting requirements.
• Manage credit line submission to Credit
• Visit key dealers and manufacturers
• Engage in cross functional project and report out to management team
• Manage soft collections

Required Qualifications:

• Account Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Fluent French is required.

Desired Qualifications:

• Background in Finance / Banking / Factoring / Customer Service
• Customer Service Orientation - acts to help or serve customers, focusing efforts on discovering and meeting their needs
• Communication skills - ability to relay required information clearly and succinctly to the customer; ability to listen to the customer and answer queries in a clear, diplomatic and articulate manner; communicate directly with customers, vendors, sales reps, Risk contacts, & relationship managers
• Microsoft products – excel, word, power point, outlook
• Understand products/services offered
• Work within the framework of company regulations e.g. data protection, ensuring compliance at all times

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

The role provides management, leadership, strategic direction and decision making for the Compliance Programme elements including, but not limited to, Governance and Reporting internal and external to Compliance, Risk Appetite, Issue Management, Audit, and IT&V engagement, coordinating Regulatory Relations engagement and submissions oversight and operational activities to enable International ICLT to execute against the Compliance agenda.

This role is based in London and will report to the International Head of Legal Entity Compliance.

In this role, you will:

• Develop, execute, embed and maintain the enterprise-wide Compliance Programme elements, as they impact International Legal Entity on behalf of the International Compliance Leadership Team (‘ICLT’).
• To act as an integral point person for ICLT and the wider department in all Governance and Reporting matters. Create an environment that allows operating in an effective, simplified, and commercially minded way to position our Compliance brand.
• Be the primary interface for ICLT for all governance, reporting and MI activities including but not limited to collaborating with the various Legal Entity, BACO, and LOB/Enterprise teams within and outside Compliance related to MI and Reporting, Risk and Control, Governance and Secretariat.
• Facilitate and support the internal IRM governance, reporting and MI for for ICLT risk management including setting the agenda, production and submission of materials, secretariat and action tracking.
• Ensure the department has effective and efficient technology solutions for the various Compliance processes in place to reduce duplication and manual efforts, whilst allowing International collaboration.
• Drive and support the department execute against its Compliance agenda and program of work in a strategic, effective, and efficient manner.
• Oversee the development and execution of process enhancements and operational activities to enable ICLT to execute against the Compliance agenda, e.g. how to improve monthly MI, and forward-looking reporting schedule, etc.
• Provide enhanced and proactive support to ICLT including tracking key deliverables, and actions, working closely with Corporate Secretariat teams to manage governance meeting schedules and follow up actions.
• Have a holistic view of top of mind matters relevant to International across BACO, Legal Entity, Conduct Risk, ECO, and Surveillance, etc to join-the-dots
• Influence the strategy, design and execution of the Compliance Risk Appetite and Risk Management Effectiveness (‘RME’) related MI, Reporting, KPIs and metrics, which includes but not limited to SORA, Scorecards and ERIA.
• Oversee and enhance Issue Management MI, Audit, and testing teams’ engagement with Compliance and regulatory requests as they relate to the Compliance Programme elements, alongside any regulatory submissions owned by the team.
• Actively own, contribute and drive forward related Compliance owned RCSA RAUs, controls, monitoring, and Issues Management.
• Provide management and leadership across all teams operating out of EMEA, APAC, India and the Philippines that support Legal Entity Compliance Programme elements.
• Establish, implement, and maintain high risk standards and programs to drive compliance with federal, state, agency, legal and regulatory and Corporate Policy requirements with a pragmatic risk management mindset.
• Provide compliance risk and regulatory expertise for Compliance Programme elements, with active check and challenge of the Front-Line and other relevant stakeholder groups.
• Collaborate, influence, and build relationships with all levels of cross-functional stakeholders including but not limited to, Front-Line, BACOs, other relevant LOB/Enterprise Compliance teams, Legal, Audit, and Risk to facilitate a comprehensive approach to Compliance risk management.
• Identify and recommend opportunities for process improvement and risk control development, with an enterprise, risk management, and valued service mindset, whilst benching with industry practices.
• Lead the reporting, escalation, and timely remediation of issues, deficiencies or regulatory matters regarding compliance risk management, including timely escalation and reporting to ICLT, other senior leadership, committees, and appropriate business management.
• Make decisions and resolve issues to meet business objectives.
• Lead, build, and develop a high performing team to achieve business objectives and strategy, operate with a risk management, value-add and execution mindset, whilst guiding a culture of talent development, inclusivity, speak up, and innovation.
• Be an integral part of the International Legal Entity management team, supporting peers, and ICLT with other portfolio of work and cross-functional strategic projects.

Required Qualifications

• Experience in Compliance, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Management or leadership experience
• Proven experience in the compliance and regulatory field within financial services and extensive working knowledge of governance, controls, risk, and reporting processes at a leading global financial services firm(s).
• Strong understanding of the market and regulatory environment in which Wells Fargo operates.
• Strong analytical, critical thinking and problem-solving skills, coupled with an ability to translate ambiguous ideas/issues into well-defined plans/solutions with a track-record for delivering results.
• Seasoned Compliance professional with matured leadership capabilities, including but not limited to: ability to make critical decisions, work collaboratively, ability to develop others, enabling high performance, building self-insight and effective risk and control environment.
• Self-starter with the ability to meet or exceed deadlines, prioritize, multi-task and maintain flexibility in fast paced, changing environment.
• Vision, direction setting and forward planning.
• Effective people and stakeholder management skills.
• Strong intellectual capability and flexibility, balanced by a practical and pragmatic approach and able to consider issues from multiple angles and lead debates and discussions with multiple stakeholders.
• Able to exercise independent thought, and influence/challenge senior stakeholders, including an ability to confront conflict and difficult issues in a professional, assertive, and proactive manger while remaining sensitive to business needs.
• Good sense of judgement and absolute commitment to Wells Fargo transformation journey
• Ability to lead projects with a focus on pace of execution and stakeholder collaboration.
• Ability to forge relationships across multiple functions to enhance the Compliance brand.
• Ability to deal with change and exhibit a service led mindset to support our stakeholders.
• Ability to challenge independently and constructively.
• Communicate effectively and confidently, orally and in writing at all levels of the organization.
• Capable of distilling complex processes and conveying them in concise and simple ways.

Desired Qualifications:

• Strong educational background ideally with a university degree and academic track record.
• Professional qualifications, certificates, and/or registrations relevant to Compliance/financial services.
• Corporate and Investment Banking experience, either in Compliance, Legal, Risk or the Business.

Job Expectations:

• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Compliance Programme Strategy and Wells Fargo Policies, and Procedures.
• Embed a performance culture aligned to the Wells Fargo Values.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.