Wealth Management Quality Senior Analyst - Banking Service Quality

Gratitude Inc

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1 day ago

Wealth Management Quality Senior Analyst - Banking Service Quality

3-5 Year(s)

Job Description

Key Skills

SME Sales Wealth Management Supervisory Experience QA experience banking, financial services, or wealth management.

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JOB TITLE: Wealth Management Quality Senior Analyst - Banking Service Quality - Onsite BGC

Location: Uptown Bonifacio Tower 3, Taguig - Onsite

Work Setup: Onsite

Work Shift: Night Shift, Weekends Off

Salary: Confidential (To be discussed during job offer)

Headcount: 3

ABOUT THE ROLE:

We are hiring 3 Wealth & Banking Service Quality Senior Analysts for an onsite role in Uptown Bonifacio, Taguig. This is a Quality Auditing Senior Analyst role supporting Wealth clients and advisors. If you have 3-5 years experience in Wealth Management and QC/Supervisory background, apply now!

WHAT'S IN IT FOR YOU:

- Senior Analyst level role for Wealth & Banking Service Quality

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

- Night shift with weekends off - work-life balance

- 3 slots available

YOUR ROLE:

- 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.com

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

WHO WE'RE LOOKING FOR:

- 3-5 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

- Alternately, candidate should possess SME knowledge

- During Skills Interview, we will validate: QC experience, coaching experience (helped someone improve performance), and QA experience is good to have

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

Role

Account Manager

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Norman Bogonko

Recruiter - Gratitude Inc

NA, kenya

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