WORK SETUP: Onsite – Uptown Bonifacio Tower 3, Taguig

WORK SHIFT: Night Shift (Weekends Off)

Skills and Qualifications

3–5 years of experience in Wealth Management (Relationship Managers in banks, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant) – required


QC and supervisory experience – required


Alternately, the candidate should possess SME knowledge


The following experiences will be validated during Skills Interview:


QC experience


Experience coaching and helping someone improve their performance


QA experience (good to have)


Responsibilities

The following outlines the primary responsibilities of this role. Additional duties, both major and minor, may be assigned as business needs evolve.


Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests


Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and changes


Identify specialized solutions and proactively address potential issues for clients with complex financial needs, ensuring compliance with branch operations manuals, audit requirements, and regulatory frameworks


Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to effectively meet client needs


Manage complex service issues and handle day-to-day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting service level agreements


Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy


Identify trends through data collection, reporting, and client interactions to drive insights and improvements


Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, procedures, and the Wealth brand


Support the skill development of teammates by providing interactive training, access to resources, and floor support


Accurately document client interactions and resolutions in CRM/Salesforce.com


Consistently meet and exceed individual performance standards, including quality, productivity, and behavioral expectations, while contributing to daily center service level standards


Work a flexible schedule as needed, including shifts between Monday and Friday (8 AM to 8 PM) and Saturday (8 AM to 5 PM)


Additional Information

Open to applicants who are currently in the Philippines and already have the right to live and work in this country


Must not have an active or recent application with Accenture


Why Join?

Lead quality initiatives for high-net-worth wealth management clients


Work in a prestigious financial services environment


Prime Uptown Bonifacio location


Night shift with weekends off – work-life balance


Career growth in quality assurance and wealth operations