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

Recruitify_HR

Taguig

Sur place

PHP 900 000 - 1 600 000

Plein temps

Il y a 6 jours

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Résumé du poste

Recruitify_HR in Metro Manila is seeking an experienced Financial Planning Specialist to support clients with financial planning and banking services, analyze data, and prepare insightful reports. You will engage with client teams and coordinate with bankers to ensure smooth transactions and timely presentations.

The role emphasizes building strong client relationships, delivering actionable financial insights, and presenting reports.

Qualifications

Bachelor’s degree in Finance, Accounting, or a related field.
5–8 years of experience in financial services or banking.
Proficient in financial analysis and reporting.
Strong analytical and communication skills.

Responsabilités

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.

Connaissances

Financial analysis

Formation

Bachelor’s degree in Finance/Accounting

Description du poste

Description

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.

Requirements

Educational Qualifications: Bachelor’s degree in Finance, Accounting, or a related field.
Experience Level: 5–8 years of experience in financial services or banking.
Skills and Competencies: Proficient in financial analysis and reporting.
Responsibilities and Duties: Collaborate with client teams to address financial needs.
Qualities and Traits: Strong analytical and communication skills.
Working Conditions: Office-based role with standard working hours.