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