Client-Focused Finance Advisor

Recruitify_HR; Metro Manila; On-site; PHP 420,000 - 700,000; Full time

Job summary

Recruitify_HR is seeking a results-driven financial professional to assist clients with financial planning and banking services, analyze data, and coordinate with bank representatives to ensure smooth transactions. The role emphasizes building strong client relationships and delivering clear financial insights.

Office-based position with standard hours in Metro Manila; requires a Bachelor's in Finance or Accounting and extensive experience in financial services.

Qualifications

• Bachelor's degree in Finance or Accounting required.
• 58 years of experience in financial services or banking.

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

Financial analysis

Education

Bachelor's in Finance/Accounting

Job description

Recruitify_HR is seeking a results-driven financial professional to assist clients with financial planning and banking services, analyze data, and coordinate with bank representatives to ensure smooth transactions. The role emphasizes building strong client relationships and delivering clear financial insights.

Office-based position with standard hours in Metro Manila; requires a Bachelor's in Finance or Accounting and extensive experience in financial services.