Strategic Banking & Finance Advisor

Recruitify_HR; Muntinlupa; On-site; PHP 558,000 - 781,200; Full time

Job summary

A financial services firm in Metro Manila seeks an experienced financial advisor to assist clients with banking transactions and financial planning. Candidates should have a Bachelor's degree in Finance or related fields and over 5 years of experience in the financial sector. Strong analytical and communication skills are essential. The role involves preparing financial reports, maintaining client relationships, and ensuring regulatory compliance. Office-based with potential travel. Competitive salary offered.

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

Interpersonal skills

Education

Bachelors degree in Finance, Business Administration, or a related field

Job description

A financial services firm in Metro Manila seeks an experienced financial advisor to assist clients with banking transactions and financial planning. Candidates should have a Bachelor's degree in Finance or related fields and over 5 years of experience in the financial sector. Strong analytical and communication skills are essential. The role involves preparing financial reports, maintaining client relationships, and ensuring regulatory compliance. Office-based with potential travel. Competitive salary offered.