Financial & Banking Advisor - Client-Focused

Gratitude Philippines; Makati; On-site; PHP 334,800 - 558,000; Full time

Job summary

A financial services firm in Metro Manila is seeking a qualified financial advisor to assist clients with banking transactions and financial planning. The role requires a Bachelor’s degree in Finance or Business Administration and 5–8 years of experience in the financial sector. You will prepare financial reports, maintain client relationships, and ensure compliance with regulations. Strong analytical and communication skills are essential. Office-based position with potential client site visits.

Qualifications

• 5–8 years of relevant experience in the financial sector.
• Ability to handle multiple clients and prioritize tasks effectively.
• Office-based with potential travel to client sites.

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

Interpersonal skills

Education

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

Job description

A financial services firm in Metro Manila is seeking a qualified financial advisor to assist clients with banking transactions and financial planning. The role requires a Bachelor’s degree in Finance or Business Administration and 5–8 years of experience in the financial sector. You will prepare financial reports, maintain client relationships, and ensure compliance with regulations. Strong analytical and communication skills are essential. Office-based position with potential client site visits.