Senior Financial & Banking Advisor — Client-Focused

Recruitify_HR; Taguig; On-site; PHP 900,000 - 1,600,000; Full time

Job summary

Recruitify_HR in Metro Manila is seeking an experienced Financial Planning Specialist to support clients with financial planning and banking services, analyze data, and prepare insightful reports. You will engage with client teams and coordinate with bankers to ensure smooth transactions and timely presentations.

The role emphasizes building strong client relationships, delivering actionable financial insights, and presenting reports.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 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.
• Coordinate with bank representatives to ensure smooth transactions.
• Develop and maintain strong client relationships.
• Prepare financial reports and presentations for clients.

Skills

Financial analysis

Education

Bachelor’s degree in Finance/Accounting

Job description

Recruitify_HR in Metro Manila is seeking an experienced Financial Planning Specialist to support clients with financial planning and banking services, analyze data, and prepare insightful reports. You will engage with client teams and coordinate with bankers to ensure smooth transactions and timely presentations.

The role emphasizes building strong client relationships, delivering actionable financial insights, and presenting reports.