Wealth Banking Service Quality Specialist

Stafflink Express; Manila; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

Stafflink Express seeks a Wealth & Banking Service Quality Senior Analyst to provide primary service and problem resolution support for Wealth clients and advisors. You will act as a subject matter expert on banking products, processes, and programs, ensuring compliance with manuals, audits, and regulatory requirements.

The role requires 3-5 years in Wealth management, QC and supervisory experience, SME QC knowledge, and coaching skills. Experience in QA is a plus.

Qualifications

• 3-5 years of experience in Wealth management (Relationship Managers in banks, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant).
• QC and supervisory experience is required.
• SME knowledge in QC, coaching and helping someone improve their performance.
• Good to have QA experience.

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.

Skills

Wealth management experience

QC supervisory experience

QC SME knowledge

QA experience

Salesforce CRM

Tools

Salesforce

Job description

Stafflink Express seeks a Wealth & Banking Service Quality Senior Analyst to provide primary service and problem resolution support for Wealth clients and advisors. You will act as a subject matter expert on banking products, processes, and programs, ensuring compliance with manuals, audits, and regulatory requirements.

The role requires 3-5 years in Wealth management, QC and supervisory experience, SME QC knowledge, and coaching skills. Experience in QA is a plus.