Senior Analyst - Wealth Management QA - Uptown Bonifacio Taguig

Senior Analyst - Wealth Management QA - Uptown Bonifacio Taguig - Banking / Financial

Company: Confidential

Location: Uptown Bonifacio Tower 3, Taguig - Onsite

Industry: Banking / Financial Services

Setup: Onsite / Night Shift - Weekends Off

Employment Type: Full-Time

Vacancy: 3 Slots Available

We are hiring 3 Senior Analysts for Wealth Management and Banking Quality Assurance for our site in Uptown Bonifacio Tower 3, Taguig. This is a Senior Analyst level role with a prime location and work-life balance.

*Job Responsibilities:*

- Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests

- Serve as subject matter expert on all banking products, processes, and programs, staying updated on changes

- Identify specialized solutions and proactively address potential issues for clients with complex financial needs

- Ensure compliance with branch operations manuals, audit requirements, and regulatory frameworks

- Build and maintain professional relationships with Wealth advisors and internal partners

- Manage complex service issues and handle day-to-day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting SLAs

- Facilitate wire agreements and process time-sensitive wire requests with high attention to detail

- Identify trends through data collection, reporting, and client interactions to drive insights and improvements

- Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, and the Wealth brand

- Support skill development of teammates by providing training, resources, and floor support

- Accurately document client interactions and resolutions in CRM / Salesforce

- Consistently meet and exceed individual performance standards including quality, productivity, and behavioral expectations

*Qualifications:*

- 3 to 5 years of experience in Wealth Management (Relationship Managers in banks, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)

- QC and supervisory experience is required

- Alternatively, candidate should possess SME knowledge

- During Skills Interview, we will validate: QC experience, coaching experience, and QA experience is good to have

- Open to applicants currently in the Philippines with right to live and work in the country

*Benefits & Perks:*

- Senior Analyst level role for Wealth and Banking Service Quality

- Onsite in Uptown Bonifacio Tower 3, Taguig - a prime location

- Night shift with weekends off - work-life balance

- 3 slots available