Wealth Management Operations Analyst

About the Role: We are looking for a Wealth Management Operations Analyst with strong experience in Wealth Management, Quality Control, and/or SME functions. The ideal candidate will have a solid understanding of banking and wealth management processes, excellent attention to detail, and proven experience in coaching or supporting team members to improve their performance.

Work Location: Taguig City

Work Setup: 100% Onsite (Non-negotiable)

Work Shift: Flexible/Rotational shift

Key Responsibilities:

• Provide primary service and problem-resolution support to Wealth clients and advisors through phone and electronic service requests.
• Serve as a Subject Matter Expert (SME) on banking products, processes, and programs, staying up to date with changes and enhancements.
• Handle complex client concerns and identify appropriate solutions while ensuring compliance with operational policies, audit requirements, and regulatory standards.
• Build and maintain strong professional relationships with Wealth advisors and internal business partners.
• Manage complex service issues and day-to-day transactional requirements with a high level of accuracy, efficiency, and attention to detail.
• Facilitate and process wire agreements and time-sensitive wire requests for Wealth clients.
• Collect and analyze data to identify trends, recurring issues, and opportunities for process improvement.
• Develop and support projects focused on improving processes, products, services, policies, procedures, and the overall Wealth client experience.
• Provide coaching, training, and floor support to teammates to help improve their knowledge, skills, and performance.
• Accurately document client interactions, transactions, and resolutions using CRM/Salesforce.com.
• Consistently meet quality, productivity, service-level, and behavioral performance standards.
• Work flexible schedules based on business requirements.

Qualifications:

• 3–5 years of relevant experience in Wealth Management or related financial services, such as: Relationship Management within banking, Private Banking, Investments, Financial Planning, Financial Analysis, Portfolio Management, Investment Consulting.
• Quality Control (QC) experience is required.
• Supervisory, coaching, or people-development experience is required.
• Has a strong Subject Matter Expert (SME) experience.
• Quality Assurance (QA) experience is highly preferred.
• Strong knowledge of banking and wealth management products, processes, and regulatory requirements.
• Excellent communication, analytical, problem-solving, and organizational skills.
• High attention to detail and ability to handle sensitive, complex, and time-critical client transactions.
• Experience using Salesforce or other CRM platforms is an advantage.