Wealth & Banking Service - Quality Senior Analyst

Private Advertiser; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Private Advertiser in Manila is seeking an experienced Wealth client service professional to provide primary support to Wealth clients and advisors. You will act as a SME on banking products and processes and address complex client needs with accuracy and regulatory compliance.

The role emphasizes building relationships with Wealth advisors, handling time-sensitive wire requests, and documenting resolutions in Salesforce. Supervisory responsibilities are required.

Qualifications

• 3–5 years of experience in Wealth management or related roles.
• Supervisory experience is required.
• SME knowledge is a plus.

Responsibilities

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic requests.
• Serve as a subject matter expert on banking products, processes, and programs and stay updated on changes.
• Identify specialized solutions for clients with complex financial needs while ensuring compliance with manuals, audits, and regulations.
• Build and maintain professional relationships with Wealth advisors and internal partners to meet client needs.
• Manage complex service issues and day-to-day transactional needs for Wealth clients, ensuring efficiency and accuracy and meeting SLAs.
• Facilitate wire agreements and process time-sensitive wire requests with high attention to detail.
• Identify trends through data collection, reporting, and client interactions to drive improvements.
• Develop and lead projects to enhance processes, products, services, and Wealth brand.
• Support skill development of teammates with training and floor support.
• Accurately document client interactions and resolutions in CRM/Salesforce.

Skills

Wealth management

Supervisory experience

Client relationship

Problem resolution

Tools

Salesforce

Job description

About the role

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.

Key responsibilities

• 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

About you

• 3-5 years of experience in Wealth management (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)

• Supervisory experience is required

• Nice to have SME knowledge