Operations Manager (Wealth & Asset Management/Financial Services/Banking)

Synlink Recruitment Outsourcing Co. Inc.

₦2.7-4M[Monthly]
On-site - Taguig5-10 Yrs ExpBachelorFull-time
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Job Description

Description

We are looking for an inspiring, energetic, and dynamic Manager of Consulting Delivery to join our team. The Manager Consulting Delivery will lead a team, business process improvement projects, and operational initiatives that enable efficient day-to-day operations. The successful candidate will be responsible for the daily operations of our administrative functions related to client account servicing of registered and investment products, wire order settlement, and private wealth administration.


Your future duties and responsibilities

Leadership and Team Management – Skilled in managing and developing teams, including

goal setting, performance evaluation, and fostering professional growth through coaching

and cross-training.

Coaching and Mentorship – Ability to provide regular, constructive feedback and tailored

coaching to support team members’ career development and performance improvement.

Performance Management – Experience in managing and tracking performance metrics,

quality, and productivity to consistently exceed targets and optimize team output.

Process Improvement and Change Management – Strong skills in identifying,

implementing, and driving operational improvements collaboratively.

Project Management – Ability to manage projects within Client Solutions, providing

support for business process initiatives and representing the team in corporate initiatives.

Client-Focused Mindset – Dedication to creating smooth, positive client experiences and efficiently resolving escalated issues with a service-oriented approach.


Analytical and Data-Driven Decision-Making – Proficiency in capturing, analyzing, and using data to drive informed decision-making, process improvement, and strategic planning.

Stakeholder Management and Collaboration – Strong relationship-building skills to work effectively with cross-functional teams, ensuring alignment on business objectives and service standards.

KPI Development and Reporting – Experience in defining, tracking, and reporting KPIs that provide visibility into operational performance and support strategic initiatives.

Recruiting and Talent Development – Ability to recruit, onboard, and develop the team members to meet current and future business needs, ensuring a strong, adaptable team.

Requirements

  • Work Experience: At least 5 to 10 years as a Manager, Service Delivery Manager, or in an equivalent leadership role.
  • Minimum of 2 years in Banking/Financial Services Operations in a managerial capacity, with expertise in areas such as front-office advisor support, back-office account management, investment fund record-keeping, portfolio accounting, financial statements, corporate actions, order management, trade support, investment accounting, performance assessment, and reporting.
  • Experience in both Wealth Management and Banking is a plus.


  • Educational Background: Bachelor’s degree in Financial Management, Marketing, Business Management, Information Technology, or a related field, or equivalent work experience in IT operations.


  • Technical Proficiency: Strong data analysis skills, experience utilizing KPIs for decision-making, proficiency in Microsoft Office (Word, Excel, PowerPoint, Access), and ability to lead process improvements and cross-departmental collaborations.


  • Soft Skills: Exceptional communication and stakeholder management skills, strategic thinking, ability to work under pressure, hands-on problem-solving approach, and a strong drive for career growth and continuous learning.
BankingFinancial ServicesWealth ManagementService Delivery ManagerFund ServicingFund AccountingRisk & Compliance
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Axel Faustino

HR OfficerSynlink Recruitment Outsourcing Co. Inc.

Working Location

Taguig City. Taguig City, Metro Manila, Philippines

Posted on 26 June 2025

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