Work Setup: Onsite/Hybrid | Taguig or Cubao, Quezon City

Shift: Night Shift | Weekends Off
Headcount: 3

Job Overview

We are looking for experienced Wealth Management and Banking professionals to join our team as a Wealth & Banking Service Quality Senior Analyst. This role is ideal for professionals with strong experience in wealth management, quality control, supervisory functions, or SME roles who can support complex client needs while driving service quality and process improvement.

Key Responsibilities

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

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

• Handle complex client concerns and transactional requirements with accuracy and efficiency.

• Ensure compliance with operational procedures, audit requirements, and applicable regulatory standards.

• Build and maintain strong working relationships with Wealth advisors and internal stakeholders.

• Process time-sensitive wire requests and related agreements with a high level of accuracy.

• Analyze service trends, client interactions, and operational data to identify improvement opportunities.

• Lead and support projects focused on improving processes, products, services, and procedures.

• Coach and support teammates through training, resources, and floor assistance.

• Accurately document client interactions and resolutions using CRM/Salesforce.

• Consistently meet quality, productivity, service-level, and behavioral performance standards.

Qualifications

• 3–5 years of experience in Wealth Management, Banking, or related financial services, including roles such as:

  • Relationship Manager

  • Private Banking

  • Investment

  • Financial Planning

  • Financial Analysis

  • Portfolio Management

  • Investment Consulting

• Experience in Quality Control (QC) and/or supervisory functions is required.

• Candidates with strong Subject Matter Expert (SME) experience may also be considered.

• Experience coaching or supporting teammates in improving performance is highly preferred.

• Quality Assurance (QA) experience is an advantage.

• Strong knowledge of banking products, processes, client service, and financial services operations.

• Excellent analytical, problem-solving, communication, and attention-to-detail skills.

Eligibility

• Open to applicants currently based in the Philippines who have the legal right to live and work in the country.

• Must be willing to work onsite/hybrid in Taguig or Cubao, Quezon City.

• Must be amenable to a night shift schedule.

Salary: Confidential and will be discussed during the job offer.

Interested candidates: Please send an updated CV clearly highlighting relevant Wealth Management, Banking, QC, supervisory, SME, QA, or coaching experience.