Wealth & Banking Quality Excellence - Senior Analyst

Accenture in the Philippines; Philippines; On-site; PHP 550,000 - 750,000; Full time

Job summary

Accenture in the Philippines is seeking a Quality Auditing Senior Analyst to support Wealth clients and advisors from our Taguig Uptown Bonifacio Center. The role focuses on delivering high-quality service, resolving complex issues, and maintaining strong client relationships.

The candidate should bring 3–5 years of wealth management experience, QC/supervisory background, and SME knowledge. Duties include data-driven insights, process improvements, and strict adherence to regulatory requirements.

Qualifications

• 3–5 years of wealth management experience (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis).
• QC and supervisory experience is required.
• Alternatively, candidate should possess SME knowledge; experiences will be validated during Skills Interview: QC; coaching others to improve performance; QA experience is a plus.

Responsibilities

• Provide service and problem resolution support for Wealth clients and advisors via phone and electronic requests.
• Serve as SME on all banking products, processes, and programs, keeping updated with changes.
• Identify specialized solutions for clients with complex financial needs, ensuring compliance with manuals, audits, and regulatory frameworks.
• Build and maintain professional relationships with Wealth advisors and internal partners to meet client needs.
• Manage complex service issues and day-to-day transactions for assigned Wealth clients, ensuring accuracy and SLA adherence.
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients.
• Identify trends through data collection and client interactions to drive insights and improvements.
• Develop and lead projects to enhance processes, products, services, and Wealth brand policies.

Skills

Wealth management

QC experience

Supervisory experience

SME knowledge

Job description

Accenture in the Philippines is seeking a Quality Auditing Senior Analyst to support Wealth clients and advisors from our Taguig Uptown Bonifacio Center. The role focuses on delivering high-quality service, resolving complex issues, and maintaining strong client relationships.

The candidate should bring 3–5 years of wealth management experience, QC/supervisory background, and SME knowledge. Duties include data-driven insights, process improvements, and strict adherence to regulatory requirements.