Client Relationship Lead – Banking, Finance & Insurance

Recruitify_HR; Tarlac City; On-site; PHP 669,600 - 892,800; Full time

Job summary

A financial services firm in Tarlac City is seeking a professional to manage and develop client accounts in the banking and insurance sectors. The ideal candidate will analyze client needs and create tailored financial solutions while building strong relationships to ensure satisfaction. A Bachelor's degree in a relevant field and over 5 years of experience are necessary. The role involves working in an office environment with potential travel for client meetings.

Qualifications

• 5+ 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 relationships with clients.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in Finance, Business Administration, or a related field

Job description

A financial services firm in Tarlac City is seeking a professional to manage and develop client accounts in the banking and insurance sectors. The ideal candidate will analyze client needs and create tailored financial solutions while building strong relationships to ensure satisfaction. A Bachelor's degree in a relevant field and over 5 years of experience are necessary. The role involves working in an office environment with potential travel for client meetings.