Senior Analyst - Wealth Management QA - Uptown Bonifacio Taguig
Gratitude Inc
Senior Analyst - Wealth Management QA - Uptown Bonifacio Taguig - Banking / Financial
Company: Confidential
Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Industry: Banking / Financial Services
Setup: Onsite / Night Shift - Weekends Off
Employment Type: Full-Time
Vacancy: 3 Slots Available
We are hiring 3 Senior Analysts for Wealth Management and Banking Quality Assurance for our site in Uptown Bonifacio Tower 3, Taguig. This is a Senior Analyst level role with a prime location and work-life balance.
*Job 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, and QA experience is good to have
- Open to applicants currently in the Philippines with right to live and work in the country
*Benefits & Perks:*
- 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
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