Financial & Banking Associate – Equity, Signing Bonus & HMO

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

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Annual Company Trip

Free Meals

Sleeping Quarters

Job summary

A financial services company in Metro Manila is seeking an experienced Financial & Banking Associate to assist clients with transactions and financial planning. You will be responsible for preparing and analyzing financial reports, ensuring compliance with regulations, and maintaining client relationships. The ideal candidate has a Bachelor's degree and 5-8 years of relevant experience in finance and possesses strong analytical and communication skills. A competitive salary and signing bonus are offered.

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

Attention to detail

Education

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

Job description

A financial services company in Metro Manila is seeking an experienced Financial & Banking Associate to assist clients with transactions and financial planning. You will be responsible for preparing and analyzing financial reports, ensuring compliance with regulations, and maintaining client relationships. The ideal candidate has a Bachelor's degree and 5-8 years of relevant experience in finance and possesses strong analytical and communication skills. A competitive salary and signing bonus are offered.