Client Relations Lead – Banking & Insurance Accounts

Gratitude Philippines; Pampanga; On-site; PHP 355,446 - 425,754; Full time

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Incentives

Job summary

A leading financial service provider in Pampanga seeks an experienced professional to manage and develop client accounts in the banking and insurance sectors. Responsible for creating tailored solutions, analyzing client needs, and maintaining strong relationships. Candidates should possess a Bachelor’s degree in Finance or Business Administration and have 5-8 years of relevant experience. Ideal applicants are detail-oriented and proactive in their approach to client management.

Qualifications

• 5–8 years of experience in banking, financial services, or insurance.
• Proven ability to manage multiple client accounts and projects.
• Detail-oriented, proactive, and customer-focused professional.

Responsibilities

• Manage and develop client accounts within the banking, financial, and insurance sectors.
• Analyze client needs and create tailored financial solutions.
• Build and maintain strong client relationships.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Education

Bachelor’s degree in Finance, Business Administration, or related field

Job description

A leading financial service provider in Pampanga seeks an experienced professional to manage and develop client accounts in the banking and insurance sectors. Responsible for creating tailored solutions, analyzing client needs, and maintaining strong relationships. Candidates should possess a Bachelor’s degree in Finance or Business Administration and have 5-8 years of relevant experience. Ideal applicants are detail-oriented and proactive in their approach to client management.