Finance & Banking Associate — Strategic, Growth-Driven Role

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

Job summary

A financial services company in Manila is seeking an experienced professional to assist clients with banking transactions and financial planning. The ideal candidate will prepare financial reports, maintain client relationships, ensure compliance with regulations, and participate in audits. A Bachelor's degree in Finance or related field and 5+ years of experience in the financial sector are required. Strong analytical and communication skills are essential for this office-based role.

Qualifications

• 5+ years of relevant experience in the financial sector.
• Ability to handle multiple clients and prioritize tasks effectively.

Responsibilities

• Assist clients with banking transactions and financial planning.
• Prepare and analyze financial reports to support management decisions.
• Maintain relationships with clients and provide tailored financial advice.
• Ensure compliance with financial regulations and company policies.
• Participate in financial audits and assist with their execution.

Skills

Strong analytical skills

Excellent communication skills

Attention to detail

Education

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

Job description

A financial services company in Manila is seeking an experienced professional to assist clients with banking transactions and financial planning. The ideal candidate will prepare financial reports, maintain client relationships, ensure compliance with regulations, and participate in audits. A Bachelor's degree in Finance or related field and 5+ years of experience in the financial sector are required. Strong analytical and communication skills are essential for this office-based role.