Strategic Banking & Finance Advisor

Recruitify_HR; Makati; On-site; PHP 446,400 - 669,600; Full time

Job summary

A recruitment agency is looking for a Financial Advisor based in Makati, Philippines. The ideal candidate will have over 5 years of experience in the financial sector, with a strong focus on client management and regulatory compliance. Responsibilities include assisting clients with banking transactions, preparing financial reports, and ensuring adherence to financial regulations. Excellent analytical and communication skills are essential for success in this role, which offers an office-based working environment with potential travel to client sites.

Qualifications

• 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

Excellent communication skills

Attention to detail

Education

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

Job description

A recruitment agency is looking for a Financial Advisor based in Makati, Philippines. The ideal candidate will have over 5 years of experience in the financial sector, with a strong focus on client management and regulatory compliance. Responsibilities include assisting clients with banking transactions, preparing financial reports, and ensuring adherence to financial regulations. Excellent analytical and communication skills are essential for success in this role, which offers an office-based working environment with potential travel to client sites.