Wells Fargo


San Diego, California


United States

Postal Code:


Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

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WM Real Estate Asset Manager

Wells Fargo - San Diego, California

Posted: 09/15/2018

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (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): Wealth Management 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. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.

As an investment manager oversees a client’s portfolio of various financial assets such as stocks and bonds, the Real Estate Asset Manager oversees the performance of the client’s portfolio of real estate assets that range in type from retail, office, multi-family, and industrial properties to single family homes, and vacant land.

The role of the Real Estate Asset Manager is to service the real estate asset management needs of our clients and partner with our sales team to develop new real estate asset management business through internal networking and partnering.


  • Provides real estate asset management expertise and high levels of client service for a complex portfolio of real estate assets in accordance with client investment needs, fiduciary standards, and the bank’s policies and procedures.
  • Provides clients with solutions to complex real estate problems; designs, structures, and manages individual assets or portfolios to meet specific client objectives and investment performance; provides in-depth analytics to ensure client portfolios are properly diversified.
  • Acts as the real estate representative for internal partners focusing on exceptional service delivery and business expansion in the geographic area identified.
Required Qualifications

  • 3+ years of real estate relationship management experience
Desired Qualifications

  • Strong verbal, written, and interpersonal communication skills
  • Strong organizational, multi tasking, and prioritizing skills
  • Strong knowledge and understanding of wealth management
  • Strong knowledge and understanding of asset management
  • Knowledge and understanding of estate, trust, or fiduciary administration
Other Desired Qualifications
  • Strong computer modeling skills including robust Excel capabilities
  • CCIM or CPM strongly desired
  • Commercial real estate industry experience
  • Investment real estate acquisition experience
  • 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
  • Superior working knowledge of MS Office applications
  • Knowledge of financial or estate planning
  • Knowledge and expertise in financial modeling
  • Argus knowledge
  • Yardi knowledge

  • 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.

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