Strategic Client Advisor: Finance, Healthcare & Insurance

Gratitude Philippines; Pasig; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial services firm in the Philippines is seeking an experienced account manager to oversee client accounts in various sectors, including banking and healthcare. The ideal candidate will provide strategic guidance to enhance relationships, analyze market trends to tailor solutions, and collaborate with internal teams. Candidates should hold a bachelor's degree in Finance or Business Administration and have 3–5 years of related experience. Strong analytical skills, excellent communication, and organizational abilities are essential for success.

Qualifications

• 3–5 years of experience in account management or client relations.
• Ability to work independently and manage multiple accounts effectively.

Responsibilities

• Manage and oversee client accounts within various sectors.
• Provide strategic advice to enhance client relationships.
• Analyze market trends and develop tailored solutions.
• Coordinate virtual meetings with clients.
• Collaborate with internal teams to meet client expectations.

Skills

Strong analytical and problem-solving skills

Excellent communication skills

Interpersonal skills

Organizational abilities

Education

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

Job description

A financial services firm in the Philippines is seeking an experienced account manager to oversee client accounts in various sectors, including banking and healthcare. The ideal candidate will provide strategic guidance to enhance relationships, analyze market trends to tailor solutions, and collaborate with internal teams. Candidates should hold a bachelor's degree in Finance or Business Administration and have 3–5 years of related experience. Strong analytical skills, excellent communication, and organizational abilities are essential for success.