Senior SME - Wealth Management QC and Coaching - Uptown BGC
Gratitude Inc
Job Title: Senior SME - Wealth Management QC and Coaching - Uptown BGC - 3 Openings
Company: Confidential
Work Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Salary: Confidential
Work Setup: Onsite - Night Shift / Weekends Off
Industry: Banking / Wealth Management
Openings: 3 Vacancies
Overview:
We are hiring 3 Banking and Wealth Management SMEs for Quality Control and 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 and Wealth Management SME - Quality Control and 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
Benefits:
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
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
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
Must have SME-level knowledge in Wealth and 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
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