Account Officer - Medical Equipment and Leasing

Bershaw Consultancy PH; Taguig; On-site; PHP 391,000 - 614,000; Full time

Job summary

A financial consulting firm is looking for an Account Officer to manage client relationships and generate business opportunities. The role requires a Bachelor's degree in Economics, Business Administration, or Finance, along with 2-3 years of related experience. The ideal candidate should possess strong presentation and analytical skills and be willing to work on-site and conduct occasional fieldwork. Join us to develop and maintain relationships while achieving marketing and profitability targets.

Qualifications

• Minimum 2–3 years of experience in account management or client-facing roles.
• Strong verbal and written communication skills in English.
• Willing to conduct occasional fieldwork.
• Willing to work on-site and conduct occasional fieldwork.

Responsibilities

• Solicit new customers and generate quality business opportunities.
• Manage and grow an existing customer portfolio to achieve targets.
• Develop strong relationships with clients by understanding their needs.
• Conduct client meetings and presentations to support business growth.
• Monitor account performance and address potential risks.
• Monitor account performance and address risks or issues.
• Perform occasional fieldwork and on-site client visits.

Skills

Presentation skills

Analytical skills

Customer-centric mindset

Customer service mindset

Education

Bachelor's Degree in Economics, Business Administration, Finance

Business Administration

Finance

Job description

Account Officer - Medical Equipment and Leasing

Bershaw Consultancy PH

Negotiable

On-site - Taguig 1-3 Yrs Exp Bachelor Full-time

Job Description

Job Responsibilities

• Solicit new customers and generate quality business opportunities that meet the company’s credit standards.
• Manage and grow an existing customer portfolio effectively to achieve marketing, credit, and profitability targets.
• Develop and maintain strong, long-term relationships with clients by understanding their financial needs and providing appropriate solutions.
• Conduct client meetings, presentations, and negotiations to support business growth.
• Coordinate with internal credit, risk, and operations teams to ensure smooth processing and servicing of accounts.
• Monitor account performance and proactively address potential risks or issues.
• Perform occasional fieldwork and on-site client visits as required.

Job Qualifications

• Graduate of Economics, Business Administration, Finance , or any related business course.
• At least 2–3 years of experience in account management, relationship management, or client-facing roles within banking, leasing, or finance industries .
• Strong customer-centric mindset with above-average presentation and analytical skills .
• Excellent verbal and written communication skills in English.
• Willing to work on-site and conduct occasional fieldwork .

If the position requires you to work overseas, please be vigilant and beware of fraud.

If you encounter an employer who has the following actions during your job search, please report it immediately

• withholds your ID,
• requires