Senior Wealth QA Analyst - Onsite Night Shift, Weekends Off

Gratitude Philippines; Manila; On-site; PHP 670,000 - 1,004,000; Full time

Benefits offered by this job

Senior Analyst role

Onsite location Uptown Bonifacio Tower

Night shift with weekends off

3 slots available

Job summary

Confidential in Taguig (Uptown Bonifacio Tower 3) is hiring a Senior Analyst for Wealth Management QA. You will provide primary service and problem resolution support for Wealth clients and advisors, ensuring accuracy and timely responses.

As a subject matter expert on banking products and processes, you will identify complex issues, coach teammates, and drive process improvements. This onsite role includes a night shift schedule and weekends off to support work-life balance.

Qualifications

• 3–5 years in Wealth Management (banking, private banking or investment).
• QC and supervisory experience is required.
• SME knowledge is a plus and will be assessed during Skills Interview.
• Open to applicants currently in the Philippines with right to live and work.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests.
• Serve as SME on banking products, processes, and programs and stay updated on changes.
• Identify specialized solutions for clients with complex financial needs.
• Ensure compliance with branch operations manuals, audits, and regulatory guidelines.
• Build and maintain relationships with Wealth advisors and internal partners.
• Manage complex service issues and day-to-day transactions for Wealth clients meeting SLAs.
• Facilitate wire agreements and time-sensitive wire requests with accuracy.
• Identify trends via data, reporting, and client interactions to drive improvements.
• Develop, lead and execute projects to enhance processes and Wealth brand.
• Support skill development of teammates through training and resources.
• Document client interactions and resolutions in CRM / Salesforce.
• Meet and exceed individual performance, quality, productivity, and behavioral standards.

Skills

QC experience

Coaching experience

QA experience

SME knowledge

Tools

Salesforce

Job description

Confidential in Taguig (Uptown Bonifacio Tower 3) is hiring a Senior Analyst for Wealth Management QA. You will provide primary service and problem resolution support for Wealth clients and advisors, ensuring accuracy and timely responses.

As a subject matter expert on banking products and processes, you will identify complex issues, coach teammates, and drive process improvements. This onsite role includes a night shift schedule and weekends off to support work-life balance.