Wealth Underwriter

5 months ago


Bengaluru, India Wells Fargo Full time

**About this role**:
Wells Fargo is seeking a Wealth Underwriter...

**In this role, you will**:

- Participate in ensuring the efficient and timely delivery of credit services by managing, tracking, assigning, and balancing production of daily underwriting through the supervision of others
- Identify opportunities for process improvements within Wealth Underwriting
- Review and analyze pre-screen credit opportunities, provide recommendations, and advise on the structure of credits, and exercise independent judgment to guide accurate preparation and submission of periodic reports
- Present recommendations for achieving consistent and balanced credit culture by managing asset quality standards with growth objectives
- Exercise independent judgment while developing expertise in compliance with government regulatory requirements
- Collaborate and consult with functional colleagues and partners

**Required Qualifications, US**:

- 2+ years of Wealth Underwriting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Required Qualifications, International**:

- Experience in Wealth Underwriting, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications**:
**Job Expectations**:
**We Value Diversity**

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.



  • Bengaluru, Karnataka, India WELLS FARGO BANK Full time

    Are you a seasoned professional looking to take on a leadership role in Wealth Underwriting? Do you have a passion for leading high-performing teams and driving process improvement?About Wells FargoWelcome to Wells Fargo, one of the largest banks in the US. As a valued member of our team, you'll be part of a dynamic organization that's committed to helping...


  • Bengaluru, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Lead Wealth Underwriting Assistant.In this role, you will:Support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional areaProvide feedback and present ideas for improving or implementing processes and tools with functional area impactPerform...


  • Bengaluru, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Lead Wealth Underwriting Assistant.In this role, you will:Support performance and overall effectiveness of a team and cross-group administrative operations within Wealth Underwriting functional areaProvide feedback and present ideas for improving or implementing processes and tools with functional area impactPerform...


  • Bengaluru, India WELLS FARGO BANK Full time

    About this role:Wells Fargo is seeking a Senior Wealth Underwriting Assistant.In this role, you will:Provide feedback and present ideas for improving or implementing processes and tools within Wealth Underwriting functional areaStrong time management and organizational skillsEffective oral and written communicationBe responsible for providing lending support...


  • Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...


  • Bengaluru, India Goldman Sachs Full time

    Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...


  • Bengaluru, Karnataka, India Northern Trust Full time

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...


  • Bengaluru, Karnataka, India Empower Full time

    **Grow your career with a growing organization** Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective,...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, we are seeking a highly skilled Quantitative Strategist to join our Asset & Wealth Management team in Bengaluru. This is an exciting opportunity for a talented individual to drive key divisional initiatives and contribute to the growth of our business.About Asset & Wealth ManagementWe are a leading global investment banking, securities and...


  • Bengaluru, India Goldman Sachs Full time

    Asset and Wealth Management Operations Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...


  • Bengaluru, India Goldman Sachs Full time

    ASSET & WEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...

  • Credit Risk Analyst

    6 months ago


    Bengaluru, India JPMorgan Chase & Co. Full time

    . Morgan Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money...

  • Credit Risk

    6 months ago


    Bengaluru, India JPMorgan Chase & Co. Full time

    . Morgan Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money...

  • Credit Risk

    6 months ago


    Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions. You have found the right team. As an Associate, you will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval...

  • Credit Risk Associate

    6 months ago


    Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** As a Credit Risk Associate, you will will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. **Job responsibilities**: - Partner with Underwriters and Lending Specialists to capture...

  • Credit Risk

    1 month ago


    Bengaluru, Karnataka, India JPMorganChase Full time

    **JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions**.** You have found the right team. As an Analyst within our Credit Risk Team, you will spend each day defining, refining and delivering set goals for our firm. **Responsibilities**: - Prepare the analysis of a client prior to underwriting, including pulling client credit,...

  • Credit Risk Associate

    6 months ago


    Bengaluru, India JPMorgan Chase & Co. Full time

    As a Credit Risk Associate, you will will primarily support the JPMorgan Wealth Management Domestic credit business. You will work directly with Lending Specialists, Analysts, Underwriters and Credit Officers throughout the credit approval process. Job responsibilities: Partner with Underwriters and Lending Specialists to capture terms and conditions...

  • Credit Risk

    6 months ago


    Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives,...


  • Bengaluru, India Goldman Sachs Full time

    AWM Private Equity Strats – Associate – Bengaluru Job Description About Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for...


  • Bengaluru, India Goldman Sachs Full time

    AWM Private Real Estate Strats – Vice President – Bengaluru Job Description About Asset & Wealth Management Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory...