Senior Analyst - Wealth Management Quality Assurance
Gratitude IncSenior Analyst - Wealth Management Quality Assurance
Job Description
Key Skills
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Job Title: Senior Analyst - Wealth Management Quality Assurance - Uptown BGC - 3 Slots - Night Shift
Company: Confidential
Work Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Work Setup: Onsite
Work Shift: Night Shift, Weekends Off
Industry: Banking / Financial Services
Employment Type: Full-Time
Salary: Confidential
Openings: 3 Slots
Overview:
Confidential hiring for 3 Wealth Management QA Senior Analysts for Uptown BGC Taguig. If you have 3 to 5 years background in Wealth Management, Private Banking, Investment, Financial Planning, QC, or Quality Auditing, this onsite night shift role with weekends off is for you.
Job Details:
Role: Wealth Management and Banking QA - Senior Analyst
Location: Uptown Bonifacio Tower 3, Taguig - Onsite
Work Setup: Onsite
Work Shift: Night Shift, Weekends Off
Headcount: 3
Qualifications:
- 3 to 5 years in Wealth Management - RM in banks, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management
- Must have QC and supervisory experience, or strong SME knowledge
- Will be validated during interview for QC experience, coaching experience, and QA experience
- Open to applicants in the Philippines with right to work
Responsibilities:
- Support Wealth clients and advisors with service and problem resolution via phone and email
- Serve as SME on banking products, processes, and programs
- Provide proactive solutions for complex financial needs
- Ensure compliance with operations manuals, audits, and regulations
- Maintain strong relationships with Wealth advisors and internal teams
- Handle complex service issues and transactions for Wealth clients efficiently
- Process wire agreements and time-sensitive requests with attention to detail
- Collect data, report trends, and identify improvement opportunities
- Lead innovative projects to improve Wealth processes and services
- Provide training and floor support to teammates
- Log interactions and resolutions in CRM / Salesforce
- Achieve quality, productivity, and behavioral targets
Benefits:
- Senior Analyst level - Wealth and Banking QA
- Onsite Uptown BGC Taguig
- Night shift, weekends off for work-life balance
- 3 openings available
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.
Interview Tips
- Giving the VNA round?
- What are the most important skills you acquired as a Soft Skills/VNA trainer?
- How would you handle an irate customer?
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