Senior Wealth Management QC SME - Coaching Lead

Gratitude Inc

4 Views

5 hours ago

Senior Wealth Management QC SME - Coaching Lead

3-5 Year(s)

Job Description

Key Skills

SME Sales Wealth Management Supervisory Experience QA experience banking, financial services, or wealth management.

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Senior Wealth Management QC SME - Coaching Lead - Uptown BGC

Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Work Setup: Onsite - Night Shift / Weekends Off
Salary: Confidential

ABOUT THE ROLE:
We are hiring 3 Banking & Wealth Management SMEs for Quality Control & Coaching for our premium site in Uptown BGC! This is a senior-level role for Wealth Management professionals looking to move into QC and SME leadership.

JOB DETAILS:
Role: Banking & Wealth Management SME - Quality Control & Coaching
Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Work Setup: Onsite - Night Shift | Weekends Off
Salary: Confidential - To be discussed during offer
Headcount: 3 Vacancies

WHAT'S IN IT FOR YOU:
- Work at Uptown Bonifacio Tower 3, BGC - Premium business district
- Night shift with weekends off - Work-life balance
- Career growth in Wealth Management and Banking QC
- Opportunity to work with Wealth clients and advisors - High-net-worth exposure
- Lead projects to enhance Wealth brand and processes

YOUR ROLE:
- 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

WHO WE'RE LOOKING FOR:
- 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
- Must have SME-level knowledge in Wealth & Banking
- Coaching experience / has helped someone improve performance
- QA experience is a plus
- During skills interview, we will validate QC, coaching, and QA experience
- Must be currently in the Philippines with the right to live and work in the country

Role

Account Manager

Timings

Night Shift (Permanent)

Industry

BPO

Work Mode

Work from office

Process

Voice

Functional Area

ITES / BPO / Customer Service

Note: Myglit doesn't charge any money from candidates. If you have been asked to pay money to get this job then report to us immediately at support@myglit.com.

Norman Bogonko

Recruiter - Gratitude Inc

NA, kenya

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