Are you a Wealth Management or Banking Specialist with Quality Control/Supervisory experience looking to step into a Senior Quality Auditing role? We are expanding our team!

Location: Onsite / Hybrid (Taguig or Cubao, Quezon City)
⏰ Schedule: Night Shift | Weekends Off
Headcount: 3 Openings
Salary: Competitive / Confidential

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KEY RESPONSIBILITIES
• Provide primary service, complex problem resolution, and time-sensitive wire processing support for Wealth clients and advisors.
• Serve as a Subject Matter Expert (SME) on banking products, processes, compliance, and branch operations manuals.
• Identify trends through data collection, reporting, and client interactions to drive process improvements.
• Lead QC initiatives, support skill development of teammates via floor support/training, and maintain CRM systems.

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SKILLS & QUALIFICATIONS
• 3–5 years of experience in Wealth Management (Relationship Management, Private Banking, Investments, Financial Planning, Financial Analysis, Portfolio Management, or Investment Consulting).
• Proven QC and Supervisory experience (or strong SME-level expertise).
• Demonstrated experience coaching and training team members to improve performance (QA experience is a plus).
• Must currently reside in the Philippines with full right to work.

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HOW TO APPLY
Send your updated CV along with your answers to the pre-screening questions below to:
kenmerc6@gmail.com

PRE-SCREENING QUESTIONS TO INCLUDE IN YOUR EMAIL:
1. Years of experience in Wealth Management / Private Banking / Investment / Financial Analysis:
2. Years of Quality Control (QC) experience:
3. Years of Supervisory / Coaching experience:
4. Last drawn salary:
5. Expected salary:
6. Are you amenable to an Onsite/Hybrid setup on a Night Shift schedule in Taguig/Cubao?:
7. Notice period / Availability to start:

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