Senior Analyst - Wealth Management Quality Assurance

Job Title: Senior Analyst - Wealth Management Quality Assurance - Uptown BGC - 3 Slots - Night Shift

Company: Confidential

Work Location: Uptown Bonifacio Tower 3, Taguig - Onsite

Work Setup: Onsite

Work Shift: Night Shift, Weekends Off

Industry: Banking / Financial Services

Employment Type: Full-Time

Salary: Confidential

Openings: 3 Slots

Overview:

Confidential hiring for 3 Wealth Management QA Senior Analysts for Uptown BGC Taguig. If you have 3 to 5 years background in Wealth Management, Private Banking, Investment, Financial Planning, QC, or Quality Auditing, this onsite night shift role with weekends off is for you.

Job Details:

Role: Wealth Management and Banking QA - Senior Analyst

Location: Uptown Bonifacio Tower 3, Taguig - Onsite

Work Setup: Onsite

Work Shift: Night Shift, Weekends Off

Headcount: 3

Qualifications:

- 3 to 5 years in Wealth Management - RM in banks, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management

- Must have QC and supervisory experience, or strong SME knowledge

- Will be validated during interview for QC experience, coaching experience, and QA experience

- Open to applicants in the Philippines with right to work

Responsibilities:

- Support Wealth clients and advisors with service and problem resolution via phone and email

- Serve as SME on banking products, processes, and programs

- Provide proactive solutions for complex financial needs

- Ensure compliance with operations manuals, audits, and regulations

- Maintain strong relationships with Wealth advisors and internal teams

- Handle complex service issues and transactions for Wealth clients efficiently

- Process wire agreements and time-sensitive requests with attention to detail

- Collect data, report trends, and identify improvement opportunities

- Lead innovative projects to improve Wealth processes and services

- Provide training and floor support to teammates

- Log interactions and resolutions in CRM / Salesforce

- Achieve quality, productivity, and behavioral targets

Benefits:

- Senior Analyst level - Wealth and Banking QA

- Onsite Uptown BGC Taguig

- Night shift, weekends off for work-life balance

- 3 openings available