Client-Focused Banking & Financial Planning Specialist

Recruitify_HR; Taguig; On-site; PHP 900,000 - 1,800,000; Full time

Job summary

Recruitify_HR in Metro Manila invites a seasoned Financial Planner to assist clients with planning and banking services, analyze financial data, and coordinate with banks to ensure smooth transactions.

The role focuses on developing strong client relationships and delivering clear financial reports and presentations. Applicants should have a Bachelor's in Finance or Accounting and 5–8 years of experience in financial services or banking, with strong analytical and communication skills.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 5–8 years of experience in financial services or banking.
• Proficient in financial analysis and reporting.
• Experience collaborating with client teams to address financial needs.
• Strong analytical and communication skills.

Responsibilities

• Assist clients with financial planning and banking services.
• Analyze financial data to provide insights and advice.
• Coordinate with bank representatives to ensure smooth transactions.
• Develop and maintain strong client relationships.
• Prepare financial reports and presentations for clients.

Skills

Analytical ability

Communication skills

Financial analysis

Financial reporting

Education

Bachelor's degree in Finance/Accounting

Job description

Recruitify_HR in Metro Manila invites a seasoned Financial Planner to assist clients with planning and banking services, analyze financial data, and coordinate with banks to ensure smooth transactions.

The role focuses on developing strong client relationships and delivering clear financial reports and presentations. Applicants should have a Bachelor's in Finance or Accounting and 5–8 years of experience in financial services or banking, with strong analytical and communication skills.