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Job summary
A financial services company in Davao del Sur is seeking an experienced professional to manage client relationships and oversee accounts. The ideal candidate will have a Bachelor's degree in a relevant field and strong analytical and communication skills. Responsibilities include evaluating financial data and ensuring compliance with company policies.
Qualifications
Bachelor’s degree in a relevant field.
Ability to analyze financial data and assess creditworthiness.
Strong verbal and written communication skills.
Responsibilities
Build and maintain strong relationships with clients.
Monitor and manage client accounts to ensure compliance.
Evaluate client financial data and recommend products.
Skills
Client Relationship Management
Analytical Skills
Communication Skills
Education
Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
Job description
Responsibilities
Client Relationship Management: Build and maintain strong relationships with clients, addressing their financial needs and providing tailored solutions.
Account Oversight: Monitor and manage client accounts, ensuring timely payments, accurate records, and compliance with company policies.
Financial Analysis: Evaluate client financial data to assess creditworthiness and recommend appropriate financial products or services.
Qualifications
Educational Background: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
Analytical Skills: Ability to analyze financial data, assess creditworthiness, and identify risks.
Communication Skills: Strong verbal and written communication skills to interact effectively with clients and internal teams.