It Support Specialist

Wealth Management roles and related descriptions (multiple postings):

Wealth Management – Senior Manager and Consulting Delivery (Wealth Investment and Asset Management)

Work Location: Taguig City / Pasig City. Onsite. Night shift. Job Type: Full-time. Pay: From Php100,000.00 per month.

Qualifications:

• Bachelor's degree in Business Administration, Management, or related field; MBA often preferred.
• Extensive experience in Wealth Investment, Asset Management, Fund Servicing, Fund Accounting, Risk & Compliance, Equity Fund, Unit Trust Pricing, Client Services, Financial Portfolio Lifecycle, CSAT, Stock Market, Investment, Mutual Funds; proven leadership.
• Strong understanding of BPO industry trends, best practices, and technologies.
• Excellent communication, negotiation, and interpersonal skills.
• Strategic thinking, problem-solving, decision-making; ability to work under pressure, prioritize, and meet deadlines.

Wealth Management – General Postings (Php250,000)

Posted today. Benefits listed include leave entitlements, night shift differential, retirement fund, share purchase plan, performance bonus, HMO + dependents, group life insurance, career growth, free health consultation, reward program.

Client profile: IT/consulting firm with global delivery centers; location: Taguig City or Pasig City; work setup: on-site; salary negotiable; schedule: midshift or night shift.

Requirements (examples across postings):

• Bachelors Degree; 5–10 years in wealth and asset management; people management 2–5 years; on-site willingness.
• Experience in Financial Services/Financial Company.

Responsibilities (examples across postings):

• Develop banking strategies to improve service delivery and operations.
• Communicate trends and projections to stakeholders; prepare management reporting.
• Lead projects to improve financial performance (fee optimization, cost control); assess risk; evaluate performance and drive efficiency.
• Represent company in internal/external working groups; promote best practices.

Wealth Management Operational Admin

Location: Taguig (and Makati postings). Salary ranges: Php360,000 - Php432,000; hybrid/onsite; posted today.

Job Description:

• Support WM Operations Managers with clerical/administrative tasks.
• Update WM Policies & Procedures Manuals and Knowedge Management System docs; organize files in shared drives.
• Create/update product decks; maintain product health dashboards; develop onboarding materials; track WM Ops issues and communications.

Qualifications:

• Bachelors Degree in Business Management, Financial Management, Accounting Information Systems, Accounting or related field.
• Proven experience in technical writing, product training, creating visuals; fintech/software industry experience preferred.
• AML/KYC background a plus; strong analytical/time management/problem-solving skills; detail-oriented.
• Proficient with MS Office (Excel: Pivot & VLOOKUP) and Google Apps; on-site in BGC/Taguig.

Recruitment details: online process; interviews (initial, HR, L1, L2) and offer. Additional benefits listed include company events, health insurance, etc.

Director Consulting Delivery (Wealth Management) - 250K - RTO - Taguig

Posted today. Work setup: onsite in Taguig; mid shift. Salary: 150,000+ depending on experience.

Role overview: Oversees strategic planning, operations, and financial performance of the BPO division within wealth management; develops and implements BPO strategies, prepares executive presentations, and manages risk and KPIs.

Key responsibilities include:

• Develop BPO strategy for commercial banking; improve efficiencies and service delivery.
• Produce management reporting and executive presentations; lead cross-functional coordination.
• Analyze KPIs, drive profitability improvement, manage risk, and oversee capital allocation.

Qualifications:

• 10+ years in Wealth Management; director-level experience preferred.
• Bachelor’s in Business/Finance/Economics; advanced degrees/certifications a plus.
• Strong PowerPoint/Excel skills; effective leadership and stakeholder management.
• Excellent communication, analytical, and project-management capabilities.

Client Services Supervisor – Wealth Management and Financial Services

Location: Taguig; salary around ₱500,000; onsite; posted today.

Key responsibilities:

• Lead and develop teams; coaching, performance evaluation, cross-training.
• Performance management, process improvement, change management.
• Project management; stakeholder collaboration; KPI development and reporting.
• Recruiting and talent development; WAM experience required.

Qualifications:

• 3+ years in a call center environment; 1–2 years supporting wealth management clients; 2+ years in supervisory/lead role.
• Excellent communication; strong supervisory and coaching skills; WAM experience required.

Financial Analysis Associate Manager

Location: BGC Support Center. Posted today.

Overview:

Supports business decision-making through financial analysis, KPI tracking, and collaboration with procurement; focuses on profitability and growth; interacts with Manila and Chicago teams.

Key responsibilities:

• Management reporting and dashboards; automate and standardize analyses.
• Develop financial models; profitability analysis by brand/pack/service model.
• Product post-launch analysis; evaluate launches vs business plan; advise go/continue/terminate decisions.
• Capital analysis; evaluate proposals using NPV/IRR; drive ROIC; post-analysis of investments.
• Procurement finance; track savings and KPIs; support planning with Procurement.
• Stakeholder management; prepare reports for senior leadership.

Qualifications:

• Bachelor’s in BS Accounting; CPA preferred.
• 3+ years in FP&A, costing, or related fields; strong modelling and Excel skills.
• Experience with SAP, Hyperion, MS Dynamics, etc.; strong communication and stakeholder management.

Note: This description consolidates several postings from Coca-Cola Europacific Aboitiz Philippines and related entities; it includes benefits, locations, and recruitment steps as listed in the original text.

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