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Back Office Supervisor (High Net Worth) - Lead Consultant

Back Office Supervisor (High Net Worth) - Lead Consultant

CGITaguig, Metro Manila, Philippines
2 days ago
Job description

Back Office Supervisor (High Net Worth) - Lead Consultant

CGI Taguig, National Capital Region, Philippines

We are currently seeking a Supervisor to join our Back-Office Operations team. Working with CI Global Asset Management (CI GAM) as a client, Administrators will work on CI GAM’s high-net-worth product lines and will be responsible for the everyday management of a team.

Education & Certifications

  • Post-secondary degree in Business, Finance, or a related field (required).
  • IFIC or Canadian Securities Course certification (asset).

Experience & Knowledge

  • Minimum of three (3) years of experience in a relevant people-management or supervisory role (required).
  • Previous experience in financial services, back-office operations, or investment administration (preferred).
  • Knowledge of mutual funds, investment operations, and financial industry processes (plan types, trade types, tax rules, etc.) is an asset.

    • Skills & Competencies

  • Strong leadership and people-management skills with proven ability to coach, mentor, and motivate team members.
  • Excellent organizational skills to manage workload distribution, team coverage, and operational flow.
  • High degree of accuracy and attention to detail when handling sensitive transactions, approvals, and high-dollar trades.
  • Strong problem-solving and critical thinking skills to assess complex situations and deliver consistent positive outcomes.
  • Excellent interpersonal and communication skills, both written and verbal, to effectively engage with team members, clients, and stakeholders.
  • Ability to monitor and analyze performance metrics to improve team efficiency, reduce errors, and meet service level agreements.
  • Experience supporting system enhancements, process improvements, and project-related activities.

    • Personal Attributes

  • Team-focused leader who fosters collaboration, engagement, and accountability.
  • Client-centric mindset with a commitment to service excellence and exceeding expectations.
  • Proactive, adaptable, and resourceful in addressing challenges and managing change.
  • Professional, reliable, and results-driven, with the ability to balance day-to-day operations and long-term improvements.

    • Your future duties and responsibilities

    Required Qualifications To Be Successful In This Role

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    Seniority level

  • Entry level

    • Employment type

  • Full-time

    • Job function

  • Other

    • Industries

  • IT Services and IT Consulting

    • Referrals increase your chances of interviewing at CGI by 2x

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    Back Office • Taguig, Metro Manila, Philippines

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