Financial & Banking Advisor - Client-Focused

Gratitude Philippines; Manila; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial services company in Metro Manila is seeking a Finance Officer to assist clients with banking transactions and financial planning. The role involves preparing financial reports, maintaining client relationships, and ensuring compliance with regulations. Ideal candidates should possess a bachelor’s degree in Finance or Business Administration and have 5-8 years of experience in the financial sector. Strong analytical and communication skills are essential for success in this position.

Qualifications

• Minimum 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

Attention to detail

Excellent communication skills

Interpersonal skills

Education

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

Job description

A financial services company in Metro Manila is seeking a Finance Officer to assist clients with banking transactions and financial planning. The role involves preparing financial reports, maintaining client relationships, and ensuring compliance with regulations. Ideal candidates should possess a bachelor’s degree in Finance or Business Administration and have 5-8 years of experience in the financial sector. Strong analytical and communication skills are essential for success in this position.