Wealth Management QC Analyst - Banking SME - Onsite BGC

Gratitude Philippines; Manila; On-site; PHP 781,000 - 1,228,000; Full time

Job summary

Gratitude Philippines invites applications for Wealth Management QC Analyst - Banking SME. This onsite position is based in Taguig, Uptown Bonifacio Tower 3, with a night shift schedule and weekends off. Salary is confidential and will be discussed during the offer stage.

The headcount is 3, and the role requires strong QC and supervisory experience with SME knowledge in Wealth & Banking. Responsibilities include serving Wealth clients and advisors via phone and electronic channels, acting as a

Qualifications

• 3-5 years of experience in Wealth Management (Relationship Manager roles in banks, private banking, investments, financial planning, or portfolio management).
• QC and supervisory experience required.
• SME-level knowledge in Wealth & Banking.
• During skills interview, we will validate: QC experience.
• Coaching experience / helped someone improve performance; QA experience is a plus.

Responsibilities

• Provide service and problem resolution support for Wealth clients and advisors via phone and electronic requests.
• Act as Subject Matter Expert on banking products, processes, and programs; stay updated on changes.
• Identify specialized solutions and address complex financial needs while ensuring compliance with manuals and regulations.
• Build and maintain professional relationships with Wealth advisors and internal partners.
• Manage complex service issues and day-to-day transactions for Wealth clients, meeting SLAs with accuracy.
• Facilitate wire agreements and process time-sensitive wire requests with attention to detail.
• Identify trends through data, reports, and client interactions to drive insights and improvements.
• Develop, lead, and execute projects to enhance processes, products, services, policies, and the Wealth brand.
• Support teammates' development through training and floor support.
• Document all client interactions and resolutions in CRM / Salesforce.
• Meet and exceed performance standards for quality, productivity, and behavior.
• Open to flexible schedule: Mon-Fri 8 AM-8 PM and Sat 8 AM-5 PM as needed.

Skills

Wealth Management

QC experience

Supervisory experience

Coaching experience

QA experience

Job description

Wealth Management QC Analyst - Banking SME - Onsite BGC

Work Setup: Onsite - Taguig, Uptown Bonifacio Tower 3

Shift: Night Shift | Weekends Off

Salary: Confidential (To be discussed during offer)

Headcount: 3

QUALIFICATIONS:

• 3-5 years of experience in Wealth Management (as Relationship Manager in banks, Private Banking, Investments, Financial Planning, Financial Analysis, Portfolio Management, or Investment Consultancy)
• Required: QC and supervisory experience
• Alternatively: Must have SME-level knowledge in Wealth & Banking
• During skills interview, we will validate:
• QC experience
• Coaching experience / helped someone improve performance
• QA experience is a plus

RESPONSIBILITIES:

• Provide service and problem resolution support for Wealth clients and advisors via phone and electronic requests
• Act as Subject Matter Expert on banking products, processes, and programs, and stay updated on changes
• Identify specialized solutions and proactively address issues for clients with complex financial needs while ensuring compliance with operations manuals, audit, and regulatory requirements
• Build and maintain professional relationships with Wealth advisors and internal partners
• Manage complex service issues and day-to-day transactions for assigned Wealth clients, meeting SLAs with efficiency and accuracy
• Facilitate wire agreements and process time-sensitive wire requests with high attention to detail
• Identify trends through data, reports, and client interactions to drive insights and improvements
• Develop, lead, and execute projects to enhance processes, products, services, policies, and the Wealth brand
• Support teammates' development through training, resource sharing, and floor support
• Accurately document all client interactions and resolutions in CRM / Salesforce
• Consistently meet and exceed performance standards for quality, productivity, and behavior
• Open to flexible schedule: Monday to Friday (8 AM - 8 PM) and Saturday (8 AM - 5 PM) as needed

ADDITIONAL INFO:

• Must be currently in the Philippines with the right to live and work in the country