Wealth & Banking Service Specialist

Private Advertiser; Taguig; On-site; PHP 391,000 - 580,000; Full time

Job summary

Private Advertiser is seeking a Wealth Client Services Associate in the Philippines to be the go-to contact for Wealth clients and Advisors. You will resolve requests via phone, email and digital channels while maintaining a high standard of regulatory compliance and knowledge of wealth products.

You will manage transfers, wire requests, and day-to-day banking needs, build strong relationships with internal teams, and document interactions in CRM and Salesforce.

Qualifications

• Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent.
• At least 1 year of client service experience in banking, financial services, or wealth management.
• Exposure to retail banking or wealth platforms like Client Central or Salesforce.

Responsibilities

• Own the client experience and be the primary contact for Wealth clients and advisors.
• Resolve service requests across phone, email, and digital channels.
• Build deep knowledge of wealth and banking products, regulatory changes, system updates, and process shifts.
• Deliver tailored solutions for high-net-worth clients with multifaceted financial needs.
• Build trusted, professional relationships with Wealth Advisors and internal teams.
• Handle transfers, overdrafts, and day-to-day transactional needs accurately and efficiently.
• Process wire requests and facilitate wire agreements and time-sensitive wire transactions.
• Document every client interaction and resolution accurately in CRM and Salesforce.
• Meet and exceed quality, productivity, and behavioral performance targets.
• Strengthen Client Service Measurement scores through every interaction.

Skills

Strong communication

Organized

Team player

Self-starter

Education

Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent

1+ year client service experience in banking/financial services/wealth management

Exposure to retail banking or wealth platforms like Salesforce

Tools

Salesforce

Client Central

Microsoft Office

Job description

About the role

You will be the go-to contact for Wealth clients and advisors, resolving service requests across phone, email, and digital channels with speed and care. You will build deep knowledge of wealth and banking products, staying sharp on regulatory changes, system updates, and process shifts. You will deliver tailored solutions for high-net-worth clients with multifaceted financial needs, working within compliance and regulatory frameworks with confidence.

Key responsibilities

• Own the client experience and be the primary contact for Wealth clients and advisors
• Resolve service requests across phone, email, and digital channels
• Build deep knowledge of wealth and banking products, regulatory changes, system updates, and process shifts
• Deliver tailored solutions for high-net-worth clients with multifaceted financial needs
• Build trusted, professional relationships with Wealth Advisors and internal teams
• Handle transfers, overdrafts, and day-to-day transactional needs accurately and efficiently
• Process wire requests and facilitate wire agreements and time-sensitive wire transactions
• Document every client interaction and resolution accurately in CRM and Salesforce
• Meet and exceed quality, productivity, and behavioral performance targets
• Strengthen Client Service Measurement scores through every interaction

About you

• Bachelor's degree or higher in Business, Finance, Accounting, Banking, or equivalent
• At least one year of client service experience in banking, financial services, or wealth management
• Exposure to retail banking or wealth platforms like Client Central or Salesforce
• Strong communication skills in writing, on the phone, and face to face
• Highly organized with the ability to manage multiple priorities
• Self-starter who learns fast, retains well, and thrives in a changing environment
• Team player who collaborates and knows when to ask for help
• Comfortable with Microsoft Office and eager to learn new technology quickly