Senior Wealth Management QC SME - Coaching Lead
Full-time
Gratitude Inc
Senior Wealth Management QC SME - Coaching Lead - Uptown BGC
Location: Uptown Bonifacio Tower 3, Taguig - OnsiteWork Setup: Onsite - Night Shift / Weekends Off
Salary: Confidential ABOUT THE ROLE:
We are hiring 3 Banking & Wealth Management SMEs for Quality Control & Coaching for our premium site in Uptown BGC! This is a senior-level role for Wealth Management professionals looking to move into QC and SME leadership. JOB DETAILS:
Role: Banking & Wealth Management SME - Quality Control & Coaching
Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Work Setup: Onsite - Night Shift | Weekends Off
Salary: Confidential - To be discussed during offer
Headcount: 3 Vacancies WHAT'S IN IT FOR YOU:
- Work at Uptown Bonifacio Tower 3, BGC - Premium business district
- Night shift with weekends off - Work-life balance
- Career growth in Wealth Management and Banking QC
- Opportunity to work with Wealth clients and advisors - High-net-worth exposure
- Lead projects to enhance Wealth brand and processes YOUR ROLE:
- 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 WHO WE'RE LOOKING FOR:
- 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
- Must have SME-level knowledge in Wealth & Banking
- Coaching experience / has helped someone improve performance
- QA experience is a plus
- During skills interview, we will validate QC, coaching, and QA experience
- Must be currently in the Philippines with the right to live and work in the country
Vacancy posted 18 hours ago
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