Senior Financial & Banking Advisor - Client Analytics

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

Benefits offered by this job

Equity Incentive Plan

Performance Bonus

Health Insurance

Annual Company Trip

Free Meals

Sleeping Quarters

Job summary

A financial services firm in Quezon City is seeking a Financial and Banking Associate. The ideal candidate will assist clients with financial planning, analyze data to provide insights, and maintain strong relationships. Candidates should have a Bachelor’s degree and 5–8 years of experience in the industry. The role offers a salary of 25K-40K PHP and includes perks like an equity incentive plan, annual trips, and health insurance.

Qualifications

• 5–8 years of experience in financial services or banking.
• Proficient in financial analysis and reporting.
• Strong analytical and communication skills.

Responsibilities

• Assist clients with financial planning and banking services.
• Analyze financial data to provide insights and advice.
• Develop and maintain strong client relationships.

Skills

Financial analysis

Communication skills

Client relationship management

Education

Bachelor’s degree in Finance, Accounting, or a related field

Job description

A financial services firm in Quezon City is seeking a Financial and Banking Associate. The ideal candidate will assist clients with financial planning, analyze data to provide insights, and maintain strong relationships. Candidates should have a Bachelor’s degree and 5–8 years of experience in the industry. The role offers a salary of 25K-40K PHP and includes perks like an equity incentive plan, annual trips, and health insurance.