Wealth Management QC Analyst - Banking SME - Onsite BGC

Gratitude Inc

29 Views

1 day ago

Wealth Management QC Analyst - Banking SME - Onsite BGC

3-5 Year(s)

Job Description

Key Skills

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

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

Wealth Management QC Analyst - Banking SME - Onsite BGC

Work Setup: Onsite - Taguig, Uptown Bonifacio Tower 3

Shift: Night Shift | Weekends Off

Salary: Confidential (To be discussed during offer)

Headcount: 3

QUALIFICATIONS:

- 3-5 years of experience in Wealth Management (as Relationship Manager in banks, Private Banking, Investments, Financial Planning, Financial Analysis, Portfolio Management, or Investment Consultancy)

- Required: QC and supervisory experience

- Alternatively: Must have SME-level knowledge in Wealth & Banking

- During skills interview, we will validate:

- QC experience

- Coaching experience / helped someone improve performance

- QA experience is a plus

RESPONSIBILITIES:

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

- Act as Subject Matter Expert on banking products, processes, and programs, and stay updated on changes

- Identify specialized solutions and proactively address issues for clients with complex financial needs while ensuring compliance with operations manuals, audit, and regulatory requirements

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

- Manage complex service issues and day-to-day transactions for assigned Wealth clients, meeting SLAs with efficiency and accuracy

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

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

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

- Support teammates' development through training, resource sharing, and floor support

- Accurately document all client interactions and resolutions in CRM / Salesforce

- Consistently meet and exceed performance standards for quality, productivity, and behavior

- Open to flexible schedule: Monday to Friday (8 AM - 8 PM) and Saturday (8 AM - 5 PM) as needed

ADDITIONAL INFO:

- Must be currently in the Philippines with the 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

4+ Followers

500+ Posts

View Profile

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

Confidential

Manila, Philippines

Details