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GRATITUDE INC
APAC · AFRICA · U.S.A

Quality Auditing Sr Analyst

335 Views 2 weeks ago
Experience 3–5 Year(s)
₱
Salary Confidential
Location Manila (Taguig, Cubao Quezon City)
85 candidate(s) already applied

Job Description

HIRING: WEALTH & BANKING SERVICE QUALITY SENIOR ANALYST

Also known as: Quality Auditing Sr Analyst

Location: Taguig or Cubao, Quezon City
Work Setup: Onsite / Hybrid
Shift: Night Shift | Weekends Off
Salary: Confidential – discussed during Job Offer
Headcount: 3
Start: ASAP / As available

Who We’re Looking For

We’re looking for experienced Wealth & Banking professionals with strong Quality Control, supervisory, or SME experience.

Ideal candidates have:

  • 3–5 years of Wealth Management / Banking / Investment experience
  • Background as a Relationship Manager, Private Banking professional, Investment Consultant, Financial Planner, Financial Analyst, or Portfolio Manager
  • Required QC and/or supervisory experience
  • SME experience is also considered
  • Experience coaching teammates and helping improve performance
  • QA experience is a strong advantage
  • Strong communication, analytical, and problem-solving skills

What You’ll Do

  • Support Wealth clients and advisors with complex service needs
  • Act as a Subject Matter Expert (SME) on banking products and processes
  • Handle complex transactions and service issues with accuracy
  • Identify trends and recommend process improvements
  • Support projects focused on improving products, services, and processes
  • Coach and train teammates and provide floor support
  • Ensure compliance with banking, audit, and regulatory requirements
  • Maintain accurate client records using CRM/Salesforce
  • Meet quality, productivity, and service-level targets

Recruitment Process

CV Screening → Validation & Further Screening → Client Review

Pre-Screening Questionnaire

Please provide:

  1. Years of experience in Wealth Management / Banking / Investment
  2. Years of QC experience
  3. Years of Supervisory experience
  4. Last drawn salary:
  5. Expected salary:
  6. Are you amenable to onsite/hybrid work in Taguig or Cubao + night shift?
  7. When can you start once hired?

Interested? Apply through the questionnaire:
https://myglit.com/lateral/cref/c67377763e

3 slots available — Apply now!

Key Skills

22 Skills
CRM (Customer relationship Management) Data Analysis Problem solver Quality assurance Quality Control Stakeholder Management Salesforce Process Improvement Wealth Management Private Banking banking operations Financial Planning Financial Analysis Strong knowledge in Regulatory Compliances Training & Development Expertise Portfolio Management Knowledge of Retail Banking Products Investment Management Team Management, SLA Management SME/ People Manager experience client service experience Quality auditing

Role Specifications

Role
Analyst
Timings
Night Shift (Permanent)
Industry
BPO
Work Mode
Work from office
Process
Voice
Functional Area
Banking / Financial Services

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About Company

Gratitude Inc
Employer

Gratitude Inc is a global company with presence across APAC, Africa, and USA. We are known for our people, innovation and customer focused approach.

Piyush Rathi
Recruiter - Gratitude Inc
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