ROLE: Training Manager (Capital Markets)
Location: MOA Pasay, Philippines.
Salary: PHP 85,000 max basic
Project: Capital Market - Training
Work Hour: Night shift schedule (8pm-5am)
Language: English (Filipino)
Joining Date: ASAP
Headcounts: 1
Must Have: Must have Capital Markets experience (1-2 years), At least 5 years Training function background, Willing to work 100% onsite at MOA Pasay, Night shift schedule (8pm-5am).
About the team
Are you ready to drive results through leadership, people, communication, and influence You have found the right team!
The Global Custodian Services Contact Center for Treasury Services and Transfer Agency is responsible for providing comprehensive client service and support to clients of a
global custodian firm. The team's main responsibility involves resolving inquiries, offering guidance, executing instructions, solutions, and strategies while ensuring clients
receive personalized and attentive service. The Assistant Manager must possess strong communication skills, financial acumen, and a commitment to effectively coach
Specialists to help bring a positive ripple effect to the organization's success.
The team is a client-service-driven organization whose talented and engaged team is dedicated to providing the most competitive services with the highest standards of ethics,
and client service.
In this role, you'll make an impact in the following ways:
- Provide in-depth analysis of insights on CSAT (Promoters, Detractors), quality resolution performance to guide improvement efforts.
Strong quality operations and process improvement analysis.- Carry out first-line of quality checks, regulatory compliance which consist of random sampling and thematic reviews.
Devise, expand, and implement initiatives to improve quality driving continuous improvement.
- Design and integrate quality forms to analyze quantitative and qualitative data from evaluations that will provide valuable insights to training and operations.
Handle all necessary reporting, coordination focusing on risk mitigation efforts to protect the organization.- Advocate and supplement in driving effective coaching strategies to help translate insights into effective SMART action plans
Strong communication skills, both verbal and written, with the ability to convey complex information clearly and professionally.
- Excellent problem-solving skills and attention to detail, with the ability to analyze data and identify solutions to client inquiries and issues.
Develop and execute sound action plans that will result to outstanding results in key performance measures.- Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to address client needs, resolve issues, and
coordinate service delivery.
- Stay informed about market trends, regulatory changes, and industry developments relevant to investment banking operations.
Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.
Our Benefits:
Our Company offers competitive compensation, benefits, and a strong culture of pay-for-performance philosophy. We provide access to flexible global resources to tools for your career
life's journey. Focus on your health, and of your family through our generous Healthcare benefits and achieve your financial goals through our pay-for-performance culture,
night differential, and paid leaves that can support you and your family through moments that matter.
Our inclusive culture speaks for itself, and we are a proud awardee of GPTW Great Place to Work Philippines. and is an Equal Employment Opportunity Employer.
To be successful in this role, we're seeking the following:- At least 3 years experience of relevant Quality / Compliance with specialization in banking operations
At least 3 years of inbound client service experience from global banking operations required
- Advanced level in developing and executing QA efforts to support Training and Operations
Advanced interpersonal skills, coaching 1:1 or as a group through refreshers or boot camp to drive effective coaching strategies, and drive organizational results- At least 2 years of college degree BS / BA (72 units)
Willing to work 100% onsite at Pasay, MOA Complex
- Willing to work night shift (North America Hours) and shifting schedule as needed by the business
Desired additional qualifications:- Brokerage operations experience, Accounting / Finance / Economics / Investment Banking / Capital Markets, or relevant experience
Active FINRA Series 6 / Series 7 / Series 99 as an added advantage for the role
- Experience in Microsoft Office including MS Excel, MS Word, and relevant digital tools
Presentation skills, with deep understanding
Job Types: Full-time, Permanent
Pay: Php85,- 00 per month
Application Question(s): - What nationality are you
How many years of experience as Training Manager in a BPO Company
- Do you have at least 1- 2 Years Capital Markets experience
Do you have at least 5 years Training function background- Night shift schedule (8pm-5am) are you okay with it
The salary is fixed not negotiable, the salary the max salary is PHP 85,000 basic, are you okay with it
* You will be contacted via Viber by HR - Purvi to schedule your interview, are you on Viber or WhatsApp
