Wealth Management and Banking QA Senior Analys
Gratitude Inc
Job Title: Wealth Management and Banking QA Senior Analyst - Uptown BGC - 3 Slots
Company: Confidential
Work Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Salary: Confidential
Work Setup: Onsite
Work Shift: Night Shift, Weekends Off
Industry: Banking / Financial Services
Openings: 3 Slots
Overview:
We are hiring 3 Senior Analysts for Wealth Management and Banking Quality Assurance for Uptown Bonifacio Tower 3, Taguig. If you have 3 to 5 years experience in Wealth Management, Quality Control, Quality Auditing, Supervisory, Banking Service Quality, Private Banking, or Financial Planning, this role is for you.
Job Details:
Role: Senior Analyst - Wealth Management and Banking Quality Assurance
Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Work Setup: Onsite
Work Shift: Night Shift, Weekends Off
Headcount: 3
Employment Type: Full Time
Benefits:
Senior Analyst level role for Wealth and Banking Service Quality
Onsite in Uptown Bonifacio Tower 3, Taguig - a prime location
Night shift with weekends off - work-life balance
3 slots available
Responsibilities:
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
Consistently meet and exceed individual performance standards including quality, productivity, and behavioral expectations
Qualifications:
3 to 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
Alternatively, 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
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