Job Summary

We are seeking a Wealth & Banking Service Quality Senior Analyst / Quality Auditing Senior Analyst with 3–5 years of experience in wealth management, banking, investment, financial planning, portfolio management, or related financial services.

The ideal candidate should have strong Quality Control and supervisory experience, with SME and coaching experience being highly preferred.

Key Responsibilities

• Provide service and problem-resolution support to Wealth clients and advisors.

• Handle complex client requests and banking transactions with accuracy and efficiency.

• Serve as a Subject Matter Expert on banking products, processes, and procedures.

• Perform quality control and auditing activities to ensure compliance with required standards.

• Identify service and process trends and recommend improvements.

• Support process improvement and business enhancement initiatives.

• Coach and support team members to improve performance and service quality.

• Provide training, resources, and floor support to teammates.

• Maintain accurate client records and resolutions in CRM/Salesforce.

• Ensure compliance with operational, audit, and regulatory requirements.

Required Experience

• 3–5 years of experience in Wealth Management or related financial services.

• Experience in Relationship Management, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, or Investment Consulting.

• Quality Control experience is required.

• Supervisory experience is required.

• SME experience may be considered as an alternative.

• Experience in coaching and performance improvement is preferred.

• QA / Quality Auditing experience is an advantage.

Skills

Wealth Management

Banking Operations

Private Banking

Investment

Financial Planning

Financial Analysis

Portfolio Management

Investment Consulting

Relationship Management

Quality Control

Quality Assurance

Quality Auditing

Service Quality

Supervisory Experience

Subject Matter Expert

SME

Client Service

Process Improvement

Coaching

Training

Performance Management

Banking Products

Compliance

Audit

CRM

Salesforce

Data Analysis

Candidate Eligibility

Applicants must currently be in the Philippines and have the legal right to live and work in the country.

Recruitment Process

Screening with CV Reviewer → Validation & Workday Screening → Client Review

Pre-Screening Questions

1. How many years of experience do you have in Wealth Management or related financial services?

2. How many years of Quality Control experience do you have?

3. How many years of supervisory experience do you have?

4. What is your last drawn salary?

5. What is your expected salary?

6. Are you amenable to working onsite in Taguig on a night shift?

7. When can you start if selected?