Senior Real Estate Asset Manager - Senior Fiduciary Specialty Asset Manager
Wells FargoAbout the role
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Banking, Lending, & Trust (BL&T) unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and aspirations.
BL&T further provides guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.
Trust Services Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including:
• Personal trust services.
• Estate services.
• Philanthropic services.
• Closely held asset management.
• Real estate and loan asset management.
• Energy asset management.
• Legacy trust services.
• Special needs trust services.
• Managed Individual Retirement Accounts (IRA)
About this role:
Wells Fargo is seeking a Senior Real Estate Asset Manager...
... Working at Wells Fargo | Jobs and Careers at Wells Fargo (wellsfargojobs.com)
In this role, you will:
- Lead or participate in management of a moderately complex portfolio of closely held business interests, including stock, real estate assets and trust oil, gas and mineral asset within wealth client management
- Assess risk and ensure compliance with banking regulations related to ongoing asset review reporting activities
- Research and perform moderately complex tasks such as selling assets, buying assets, negotiating leases, supervising renovations, inspecting assets, asset reporting, and arranging appraisals as necessary
- Resolve valuation methodologies and models to derive and support pricing estimates and lead team to meet wealth client management deliverables while leveraging solid understanding of banking regulations, fiduciary standards and Wells Fargo investment policy
- Collaborate and consult with business executives, attorneys, certified public accountants, Wells Fargo internal professionals, customers and vendors to communicate recommendations, decisions and concepts derived from research
- Serve closely with Board of Directors and other governing bodies
Required Qualifications:
- 4+ years of Fiduciary Specialty Asset Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Experience with wealth management and asset management
Advanced commercial real estate industry experience
Strong computer modeling skills including robust Excel and Argus capabilities
Certified Commercial Investment Member (CCIM)
Certified Property Manager (CPM)
Relationship management and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional).
Proven ability to manage real estate assets in a consultative fashion for clients and professionally executing acquisitions, dispositions, leasing, and/or project management assignments for various property types and other complex assignments
Demonstrated ability to develop and enhance client relationships leading to increased revenue
Sound judgment, problem solving, and risk assessment in the application of analytical conclusions and management recommendations
Proven ability to build and maintain relationships and work effectively in a team environment
Intermediate MS Office applications (Word, Excel, Outlook and PowerPoint)
Knowledge and financial modeling
Knowledge of estate planning
Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
Strong verbal, written, and interpersonal communication skills
Strong organizational, multi-tasking, and prioritizing skills
Ability to quickly learn and develop advanced level use of software systems utilized by Trust and Real
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s