Wealth Management Analyst

Risewave Consulting Inc.; Taguig; On-site; PHP 420,000 - 660,000; Full time

Job summary

Risewave Consulting Inc. is seeking a Wealth Management Analyst in Taguig, onsite. The role emphasizes strong knowledge of wealth management processes, QA experience, and coaching capabilities to elevate team performance.

You will support wealth clients and advisors, manage complex issues, and ensure regulatory compliance. The position requires 3-5 years in wealth management or related financial services, with strong SME expertise and CRM proficiency.

Qualifications

• 3-5 years of Wealth Management experience or related financial services.
• Quality Control/QA experience preferred.
• Supervisory or coaching experience preferred.
• Strong SME experience.
• Knowledge of banking and wealth management products and regulatory requirements.
• Excellent communication, analytical, problem-solving, and organizational skills.
• High attention to detail and ability to handle time-sensitive client transactions.
• Experience with CRM platforms such as Salesforce is advantageous.

Responsibilities

• Provide primary service and problem-resolution support to Wealth clients and advisors via phone and electronic requests.
• Serve as SME on banking products, processes, and programs, staying updated with changes.
• Handle complex client concerns while ensuring compliance with policies, audit requirements, and regulatory standards.
• Build and maintain relationships with Wealth advisors and internal partners.
• Manage complex service issues with accuracy, efficiency, and attention to detail.
• Facilitate and process wire agreements and time-sensitive wire requests for Wealth clients.
• Collect and analyze data to identify trends and improvement opportunities.
• Develop and support projects to improve processes, products, services, and policies.
• Provide coaching and floor support to teammates to uplift knowledge and performance.
• Document client interactions, transactions, and resolutions in CRM/Salesforce.

Skills

Wealth Management

Quality Control

Supervisory/Coaching

SME

CRM (Salesforce)

Tools

Salesforce

Job description

About the role:

We are looking for a Wealth Management Analyst with strong experience in Wealth Management, Quality Control, and/or SME functions. The ideal candidate will have a solid understanding of banking and wealth management processes, excellent attention to detail, and proven experience in coaching or supporting team members to improve their performance.

Work Location:

Taguig City

Work Setup:

100% Onsite (Non-negotiable)

Work Shift:

Flexible/Rotational shift

Key responsibilities

• Provide primary service and problem-resolution support to Wealth clients and advisors through phone and electronic service requests.

• Serve as a Subject Matter Expert (SME) on banking products, processes, and programs, staying up to date with changes and enhancements.

• Handle complex client concerns and identify appropriate solutions while ensuring compliance with operational policies, audit requirements, and regulatory standards.

• Build and maintain strong professional relationships with Wealth advisors and internal business partners.

• Manage complex service issues and day-to-day transactional requirements with a high level of accuracy, efficiency, and attention to detail.

• Facilitate and process wire agreements and time-sensitive wire requests for Wealth clients.

• Collect and analyze data to identify trends, recurring issues, and opportunities for process improvement.

• Develop and support projects focused on improving processes, products, services, policies, procedures, and the overall Wealth client experience.

• Provide coaching, training, and floor support to teammates to help improve their knowledge, skills, and performance.

• Accurately document client interactions, transactions, and resolutions using CRM/Salesforce.com.

About you

• 3-5 years of relevant experience in Wealth Management or related financial services, such as: Relationship Management within banking, Private Banking, Investments, Financial Planning, Financial Analysis, Portfolio Management, Investment Consulting.

• Quality Control (QC)/ Quality Assurance experience is highly preferred.

• Supervisory, coaching, or people-development experience is highly preferred.

• Strong Subject Matter Expert (SME) experience.

• Strong knowledge of banking and wealth management products, processes, and regulatory requirements.

• Excellent communication, analytical, problem-solving, and organizational skills.

• High attention to detail and ability to handle sensitive, complex, and time-critical client transactions.

• Experience using Salesforce or other CRM platforms is an advantage.