Strategic Banking, Finance & Insurance Account Manager

Gratitude Philippines; Angeles; On-site; PHP 390,600; Full time

Job summary

A financial services company in Pampanga is seeking a professional to manage and develop client accounts in the banking, financial, and insurance sectors. The ideal candidate should possess a Bachelor’s degree and have 5-8 years of relevant experience. Strong analytical, communication, and interpersonal skills are necessary to build robust client relationships and ensure satisfaction. This position may require occasional travel for client meetings, and offers a competitive salary up to 35K.

Qualifications

• 5–8 years of experience in banking, financial services, or insurance.
• Proven ability to manage multiple client accounts and projects.
• Detail-oriented, proactive, and customer-focused professional.

Responsibilities

• Manage and develop client accounts within the banking, financial, and insurance sectors.
• Analyze client needs and create tailored financial solutions to meet their objectives.
• Build and maintain strong relationships with clients to ensure satisfaction and retention.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Education

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

Job description

A financial services company in Pampanga is seeking a professional to manage and develop client accounts in the banking, financial, and insurance sectors. The ideal candidate should possess a Bachelor’s degree and have 5-8 years of relevant experience. Strong analytical, communication, and interpersonal skills are necessary to build robust client relationships and ensure satisfaction. This position may require occasional travel for client meetings, and offers a competitive salary up to 35K.