Financial & Banking Associate — Client Advisory & Compliance

Gratitude Philippines; Muntinlupa; On-site; PHP 279,000 - 446,400; Full time

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

HMO

Job summary

A leading financial institution based in Muntinlupa is seeking a Financial & Banking Associate. The role requires 5–8 years of experience, focusing on assisting clients with financial planning, preparing financial reports, and ensuring compliance with regulations. Strong analytical, communication, and interpersonal skills are essential. A bachelor's degree in Finance or Business Administration is required. The position offers a salary of 25K-40K plus a signing bonus of 35K.

Qualifications

• 5–8 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

Interpersonal skills

Education

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

Job description

A leading financial institution based in Muntinlupa is seeking a Financial & Banking Associate. The role requires 5–8 years of experience, focusing on assisting clients with financial planning, preparing financial reports, and ensuring compliance with regulations. Strong analytical, communication, and interpersonal skills are essential. A bachelor's degree in Finance or Business Administration is required. The position offers a salary of 25K-40K plus a signing bonus of 35K.