• Provide service and problem-resolution support to wealth clients and advisors through phone and electronic channels.

• Act as a subject matter expert on banking products, processes, and programs.

• Resolve complex client issues while ensuring compliance with operational procedures, audit requirements, and regulatory standards.

• Build and maintain professional relationships with wealth advisors and internal stakeholders.

• Manage daily banking transactions and complex service requests while meeting service-level agreements.

• Facilitate wire agreements and process time-sensitive wire requests with accuracy.

• Analyze data, reports, and client interactions to identify trends and recommend improvements.

• Lead initiatives to enhance processes, products, services, and operational procedures.

• Coach and support team members through training, performance improvement guidance, and floor support.

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

• Meet quality, productivity, behavioral, and service-level targets.

Required Skills and Qualifications

• 3–5 years of experience in wealth management, private banking, investment consulting, financial planning, financial analysis, portfolio management, or banking relationship management.

• Mandatory Quality Control (QC) experience.

• Supervisory experience or strong Subject Matter Expert (SME) knowledge.

• Experience coaching team members and helping improve their performance.

• Quality Assurance (QA) experience is an advantage.

• Strong knowledge of banking products, wealth management processes, and financial services.

• Excellent analytical, communication, and problem-solving skills.

• Strong attention to detail and ability to handle complex financial service requests.

• Familiarity with CRM tools, preferably Salesforce.

Eligibility Requirements

• Must currently reside in the Philippines.

• Must have the legal right to live and work in the Philippines.

• Must be amenable to the required work setup and schedule.

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 (QC) experience do you have?

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

4. What was your last drawn salary?

5. What is your expected salary?

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

7. When would you be available to start if selected?