Strategic Banking & Finance Advisor

Recruitify_HR; Pasay; On-site; PHP 800,000 - 1,200,000; Full time

Job summary

A financial services company located in Metro Manila, Philippines is seeking a skilled professional to assist clients with banking transactions and financial planning. Responsibilities include preparing and analyzing financial reports and maintaining client relationships. The ideal candidate holds a Bachelor's degree in Finance or a related field, has 5-8 years of relevant experience, and possesses strong analytical skills and excellent communication abilities. The role is office-based with potential travel to client sites.

Qualifications

• 5-8 years of relevant experience in the financial sector.
• Ability to handle multiple clients and prioritize tasks effectively.
• Compliance with financial regulations and company policies.

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.

Skills

Strong analytical skills

Excellent communication

Attention to detail

Education

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

Job description

A financial services company located in Metro Manila, Philippines is seeking a skilled professional to assist clients with banking transactions and financial planning. Responsibilities include preparing and analyzing financial reports and maintaining client relationships. The ideal candidate holds a Bachelor's degree in Finance or a related field, has 5-8 years of relevant experience, and possesses strong analytical skills and excellent communication abilities. The role is office-based with potential travel to client sites.