Wealth & Banking Service Quality Senior Analyst

Quality Auditing Senior Analyst

Work Location: Taguig or Cubao, Quezon City

Work Setup: Onsite / Hybrid

Shift: Night Shift | Weekends Off

Elevate Service Quality in Wealth & Banking

Are you a Wealth Management or Banking professional with strong expertise in quality control, client service, or financial services operations?

We’re looking for experienced Service Quality Senior Analysts / Quality Auditing Senior Analysts who can combine financial services knowledge with strong analytical, coaching, and quality-management capabilities.

This is an excellent opportunity for professionals with backgrounds in Wealth Management, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, or Investment Consulting who are ready to take their expertise to the next level.

What You’ll Do

- Provide high-quality service and problem-resolution support to Wealth clients and financial advisors through phone and electronic channels.

- Serve as a Subject Matter Expert (SME) on banking products, processes, and programs, keeping current with product and procedural changes.

- Resolve complex client service and transactional matters while maintaining accuracy, efficiency, and agreed service-level standards.

- Identify appropriate solutions for clients with complex financial needs while ensuring adherence to operational procedures, audit requirements, and regulatory standards.

- Build strong working relationships with Wealth Advisors and internal stakeholders to deliver effective client solutions.

- Facilitate and process time-sensitive wire requests and wire agreements, maintaining exceptional attention to detail and accuracy.

- Analyze client interactions, operational data, and service trends to identify opportunities for process and performance improvement.

- Lead or contribute to initiatives that enhance processes, products, services, operating procedures, and the overall Wealth client experience.

- Support teammate development through coaching, interactive training, knowledge sharing, and floor support.

- Accurately document client interactions, activities, and resolutions using CRM/Salesforce.

- Consistently achieve quality, productivity, behavioral, and service-level expectations.

- Provide quality-focused insights and recommendations to improve service delivery and operational outcomes.

What We’re Looking For

- 3–5 years of relevant experience in Wealth Management or a closely related financial services environment.

- Candidates from backgrounds such as:

  - Relationship Management in Banking

  - Private Banking

  - Wealth Management

  - Investment Management

  - Financial Planning

  - Financial Analysis

  - Portfolio Management

  - Investment Consulting

- Quality Control (QC) and supervisory experience is required.

- Alternatively, candidates with strong Subject Matter Expert (SME) experience may be considered.

- Experience coaching colleagues and helping improve individual or team performance.

- Quality Assurance (QA) experience is an advantage.

- Strong understanding of financial products, banking processes, client servicing, and regulatory requirements.

- Excellent analytical, problem-solving, communication, and stakeholder-management skills.

- Strong attention to detail, particularly when handling sensitive financial transactions and complex client requirements.

Skills Assessed During the Interview

Your practical experience will be evaluated in areas including:

- Quality Control (QC)

- Wealth/Banking Operations

- Coaching and performance improvement

- SME-level knowledge

- Client service and problem resolution

- Financial services processes

- QA experience, where applicable

Why Consider This Opportunity?

This role offers the opportunity to combine Wealth Management expertise with service quality, operational improvement, and professional coaching in a sophisticated financial services environment.

You’ll work with complex client needs, financial products, quality standards, and improvement initiatives—making this a strong career move for professionals seeking broader exposure beyond traditional wealth or banking operations.

Work Schedule

The role follows a night-shift schedule with weekends off, with working hours aligned to business requirements.

Eligibility Requirement

Only applicants currently residing in the Philippines who already have the legal right to live and work in the country are eligible for this position.

Ready for Your Next Career Move?

If you have the wealth/banking expertise, quality mindset, and leadership capability to deliver exceptional outcomes, we encourage you to apply immediately.

Bring your financial services expertise to a role where quality, client experience, and continuous improvement matter.