Wealth Management QC SME & Coach - Uptown BGC - 3 Slots

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