Wealth Solutions Ops Lead (Capital Markets)

Accenture in the Philippines; Taguig; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Accenture in the Philippines is seeking a Capital Markets Ops Manager within the Wealth Solutions Center to deliver superior service and resolve client issues via phone, email and chat, while adhering to regulatory and audit standards.

You will handle Wealth client transactions, support Wealth advisors, and document interactions in CRM. The project shift is night, in Taguig Uptown Bonifacio Tower 3, with weekends off and a Saturday shift pattern.

Qualifications

• 8 years of experience in Wealth management (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant)
• 5 years of Supervisory Role

Responsibilities

• Serve as primary contact for Wealth clients and advisors via phone and electronic service requests.
• Develop a thorough understanding of all banking products, processes, and programs, staying updated on changes.
• Provide tailored solutions for clients with complex financial needs while adhering to branch operations manuals, audit requirements, and regulatory frameworks.
• Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to address client needs effectively.
• Handle day-to-day transactional needs for assigned Wealth clients with a focus on efficiency and accuracy, ensuring service level agreements are met (e.g., transfers, overdrafts).
• Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy in execution.
• Accurately document client interactions and resolutions in CRM/Salesforce.com.
• Consistently meet required performance standards, including quality, productivity, and behavioral expectations.
• Support the Wealth division in achieving target Client Service Measurement (CSM) scores.

Skills

Wealth management

Relationship mgmt

Private banking

Investment

Financial planning

Financial analysis

Portfolio management

Investment consulting

Supervisory

Job description

Accenture in the Philippines is seeking a Capital Markets Ops Manager within the Wealth Solutions Center to deliver superior service and resolve client issues via phone, email and chat, while adhering to regulatory and audit standards.

You will handle Wealth client transactions, support Wealth advisors, and document interactions in CRM. The project shift is night, in Taguig Uptown Bonifacio Tower 3, with weekends off and a Saturday shift pattern.