Job title: Service Delivery Manager - Wealth Investment and Asset Manager

Work Set-up: 100% onsite in either Pasig or Taguig, RTO

Work shift: Night shift

Salary range: Up to PHP 100,000

HC: 2

Keywords:

Wealth Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products

Your role typically involves overseeing and directing the strategic planning, operations, and financial performance of the BPO division within a company. Here are some common responsibilities and qualifications for this position:

Your future duties and responsibilities:

• Developing and implementing strategic plans to improve operational efficiency and achieve business goals.

• Managing the overall performance of the Wealth Investment and Asset Management division, including client satisfaction, quality assurance, and cost management.

• Leading and supervising a team of managers and professionals to ensure smooth operations and high productivity.

• Establishing and maintaining strong relationships with clients, understanding their needs, and providing solutions to meet their requirements.

• Analyzing market trends, identifying new business opportunities, and recommending strategies to expand the Wealth Investment and Asset Management services.

• Overseeing budgeting, forecasting, and financial reporting for the BPO division.

• Overall, as a Senior Manager of Wealth Investment and Asset Management, your role is crucial in driving the growth and success of the BPO division within an organization.

QUALIFICATIONS:

• College graduate

• Bachelor's degree in Business Administration, Management, or related field; MBA is often preferred.

• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership.

• Strong understanding of BPO industry trends, best practices, and technologies.

• Excellent communication, negotiation, and interpersonal skills.

• Strategic thinking, problem-solving abilities, and decision-making skills.

• Ability to work under pressure, prioritize tasks, and meet deadlines.

• With experience handling delivery teams

• Must have experience in Contact Centre operations/BPO/ Helpdesk

• With at least 5 yrs+ experience in Project Management

• With at least 3 years of managerial experience.

•solid managerial experience in banking/financial services on a contact centre/BPO setting.

• Should not be a job hopper who only stays for less than a year per company

• Must not be a present or former employee of CGI

PRE-SCREENING QUESTIONS:

1. How many years of experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT standpoint, Stock Market, Investment, Mutual Funds, Products, with a proven track record of successful leadership?

3. Do you have a strong understanding of BPO industry trends, best practices, and technologies?

4. Do you have experience handling delivery teams?

5. How many years of experience do you have in Project Management?

6. How many years do you have in managerial experience? (Not TL, not supervisor but manager role)

7. How much is your last drawn salary?

8. How much is your salary expectation?

9. Are you amenable to work on a hybrid set up in Taguig with a night shift schedule?

10. When are you available to start once hired?

In the final Verdict also tell a scoring percentage match of the Candidates profile in percentage terms as per JD. The colour of the percentage should be written in orange