Wealth Management Operations Analyst

Risewave Consulting, Inc.; Taguig; On-site; PHP 600,000 - 900,000; Full time

Job summary

Risewave Consulting, Inc. is seeking a Wealth Management Operations Analyst in the Philippines for 3–5 years in wealth management or related financial services. The role requires QC experience, SME background, and supervisory skills. You will support wealth clients and advisors, ensure compliance, and drive process improvements.

The position is onsite with a flexible shift, offering opportunity to coach teammates and work with cross-functional partners in a fast-paced banking environment.

Qualifications

• 3–5 years of experience in wealth management or related financial services.
• Quality Control (QC) experience is required.
• Supervisory, coaching, or people-development experience is required.
• Strong SME experience in wealth management.

Responsibilities

• Provide primary service and problem-resolution support to wealth clients and advisors by phone and email.
• Serve as SME on banking products, processes, and programs and stay updated.
• Handle complex client concerns and propose compliant solutions.
• Build and maintain relationships with wealth advisors and internal partners.
• Manage complex service issues with high accuracy and efficiency.
• Facilitate and process wire agreements and time-sensitive wire requests.
• Collect/analyze data to identify trends and improvement opportunities.
• Develop/support projects to improve processes, products, services, and policies.
• Provide coaching, training, and floor support to teammates.
• Document client interactions and resolutions in CRM/Salesforce.
• Meet quality, productivity, and service standards; maintain behavioral norms.
• Work flexible schedules based on business needs.

Skills

Wealth management knowledge

Quality control

Coaching/mentoring

CRM familiarity (Salesforce)

Tools

CRM Salesforce

Job description

About the Role: We are looking for a Wealth Management Operations 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 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.
• Consistently meet quality, productivity, service-level, and behavioral performance standards.
• Work flexible schedules based on business requirements.

Qualifications:

• 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) experience is required.
• Supervisory, coaching, or people-development experience is required.
• Has a strong Subject Matter Expert (SME) experience.
• Quality Assurance (QA) experience is highly preferred.
• 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.