Financial and Banking Associate. Salary upto 25K-40K. Apply Now.

Recruitify_HR; Pasay; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial services company in Metro Manila is seeking a Financial Planner to assist clients with investment strategies and prepare financial reports. The ideal candidate will have a Bachelor's degree in Finance or a related field, alongside 3-5 years of experience in the industry. Strong analytical and communication skills are essential for success in this fast-paced environment.

Qualifications

• 3-5 years of relevant experience in financial services or banking.
• Excellent communication and interpersonal skills are essential.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Assist clients with financial planning and investment strategies.
• Conduct market research to inform financial recommendations.
• Prepare financial reports and presentations for clients.
• Maintain and nurture client relationships to ensure satisfaction.
• Stay updated on banking regulations and compliance issues.

Skills

Analytical skills

Communication skills

Interpersonal skills

Proficiency in financial software

Education

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

Job description

Description

• Assist clients with financial planning and investment strategies.
• Conduct market research to inform financial recommendations.
• Prepare financial reports and presentations for clients.
• Maintain and nurture client relationships to ensure satisfaction.
• Stay updated on banking regulations and compliance issues.

Requirements

• Educational Qualifications: Bachelors degree in Finance, Business Administration, or a related field.
• Experience Level: 35 years of relevant experience in financial services or banking.
• Skills and Competencies: Strong analytical skills and proficiency in financial software.
• Qualities and Traits: Excellent communication and interpersonal skills.
• Responsibilities and Duties: Ability to work under pressure and meet deadlines.
• Working Conditions: A fast-paced office environment with occasional client meetings.