Gratitude Inc banner
Gratitude Inc logo

WE ARE HIRING: Wealth & Banking Service Quality Senior Analyst (3 Openings)

Gratitude Inc
10 Views
8 hours ago

WE ARE HIRING: Wealth & Banking Service Quality Senior Analyst (3 Openings)

3-5 Year(s)
Quezon Calabarzon (Alabat)
Quezon Calabarzon (Alabat)

Job Description

Key Skills

Supervisory Experience Banking/Finance/Wealth Management Recruitment Quality auditing

0 candidate(s) have already applied for this Job. Apply now

Are you a Wealth Management or Banking Specialist with Quality Control/Supervisory experience looking to step into a Senior Quality Auditing role? We are expanding our team!

Location: Onsite / Hybrid (Taguig or Cubao, Quezon City)
⏰ Schedule: Night Shift | Weekends Off
Headcount: 3 Openings
Salary: Competitive / Confidential

---

KEY RESPONSIBILITIES
• Provide primary service, complex problem resolution, and time-sensitive wire processing support for Wealth clients and advisors.
• Serve as a Subject Matter Expert (SME) on banking products, processes, compliance, and branch operations manuals.
• Identify trends through data collection, reporting, and client interactions to drive process improvements.
• Lead QC initiatives, support skill development of teammates via floor support/training, and maintain CRM systems.

---

SKILLS & QUALIFICATIONS
• 3–5 years of experience in Wealth Management (Relationship Management, Private Banking, Investments, Financial Planning, Financial Analysis, Portfolio Management, or Investment Consulting).
• Proven QC and Supervisory experience (or strong SME-level expertise).
• Demonstrated experience coaching and training team members to improve performance (QA experience is a plus).
• Must currently reside in the Philippines with full right to work.

---

HOW TO APPLY
Send your updated CV along with your answers to the pre-screening questions below to:
kenmerc6@gmail.com

PRE-SCREENING QUESTIONS TO INCLUDE IN YOUR EMAIL:
1. Years of experience in Wealth Management / Private Banking / Investment / Financial Analysis:
2. Years of Quality Control (QC) experience:
3. Years of Supervisory / Coaching experience:
4. Last drawn salary:
5. Expected salary:
6. Are you amenable to an Onsite/Hybrid setup on a Night Shift schedule in Taguig/Cubao?:
7. Notice period / Availability to start:

#WealthManagement #PrivateBanking #QualityAssurance #QualityControl #BPOJobs #TaguigJobs #QuezonCityJobs #NightShiftJobs #Hiring #BankingJobs #FinancialServices

Role

Relationship Management

Timings

Night Shift (Permanent)

Industry

Banking / Financial Services / Broking

Work Mode

Work from office

Process

Voice

Functional Area

Sales / Business Development / Client Servicing

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.

Recruiter profile

Mercy Ebota Nnamdi

Recruiter - Gratitude Inc

NA, nigeria

0+ Followers

500+ Posts

Interview Tips

  • Giving the VNA round?
  • What are the most important skills you acquired as a Soft Skills/VNA trainer?
  • How would you handle an irate customer?

Get the Best Jobs
on your Fingertips

Similar Jobs

Company logo

MIS Executive

Gratitude Inc

2 - 25 Year(s)

WFM Analyst MIS Executive WFM

₱ 50 - ₱ 500K p.m

Quezon Calabarzon, Philippines

Company logo

Finance account

Gratitude Inc

0 - 4 Year(s)

Customer Service Customer Engagement

₱ 20 - ₱ 25K p.m

Quezon Calabarzon, Philippines

2 - 4 Year(s)

bachelors degree BPO call centre Six sigma belt

Confidential

Quezon Calabarzon, Philippines

5 - 8 Year(s)

Coaching Quality Management System Performance Management

Confidential

Quezon Calabarzon, Philippines

2 - 4 Year(s)

Reporting Dashboards Contact Centre

Confidential

Quezon Calabarzon, Philippines

1 - 2 Year(s)

ITIL Servicenow developer ServiceNow platform

Confidential

Manila, Philippines

1 - 6 Year(s)

Salesforce client service experience banking, financial services, or wealth management.

Confidential

Manila, Philippines

1 - 2 Year(s)

Key Account Management Collections Process Transaction Monitoring

Confidential

Manila, Philippines

3 - 5 Year(s)

Salesforce Process Improvement Compliances

Confidential

Manila, Philippines

2 - 5 Year(s)

erp systems Account Receivable Cash Application exposure

Confidential

Manila, Philippines