Wealth & Banking Service - Quality Senior Analyst
# Wealth & Banking Service - Quality Senior Analyst **Dynamic Talent Solutions** · Taguig · `On-site` 🕒 **Статус:** *Опубликовано: 5 дней назад* · *Источник: Indeed* --- ### About the Role Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests. Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and changes. Identify specialized solutions and proactively address potential issues for clients with complex financial needs, ensuring compliance with branch operations manuals, audit requirements, and regulatory frameworks. Key responsibilities Provide primary service and problem resolution support for Wealth clients and advisors through phone and electronic service requests Serve as a subject matter expert on all banking products, processes, and programs, staying informed of updates and changes Identify specialized solutions and proactively address potential issues for clients with complex financial needs, ensuring compliance with branch operations manuals, audit requirements, and regulatory frameworks Build and maintain professional, ongoing relationships with Wealth advisors and internal partners to effectively meet client needs Manage complex service issues and handle day-to-day transactional needs for assigned Wealth clients, ensuring efficiency and accuracy while meeting service level agreements Facilitate wire agreements and process time-sensitive wire requests for Wealth clients, ensuring high attention to detail and accuracy Identify trends through data collection, reporting, and client interactions to drive insights and improvements Develop, lead, and execute innovative projects to enhance processes, products, services, operating policies, procedures, and the Wealth brand Support the skill development of teammates by providing interactive training, access to resources, and floor support Accurately document client interactions and resolutions in CRM/Salesforce.com Requirements 3-5 years of experience in Wealth management (Relationship Managers in Bank, Private Banking, Investment, Financial Planning, Financial Analysis, Portfolio Management, Investment Consultant) Supervisory experience is required Nice to have SME knowledge Pay: Php40,000.00 - Php70,000.00 per month Benefits: Additional leave Company Christmas gift Company events Flexible schedule Flextime Gym membership Health insurance Opportunities for promotion Paid training Pay raise Promotion to permanent employee Work Location: In person
Наблюдалась 2026-09-15, впервые 2026-09-09, источник — Indeed.