Strategic Financial & Banking Associate

Recruitify_HR; Mandaluyong; On-site; PHP 360,000 - 480,000; Full time

Job summary

Recruitify_HR is seeking a dedicated professional to assist clients with financial planning and banking services, analyze financial data for insights, and coordinate with bank representatives to ensure smooth transactions.

The role focuses on developing and maintaining strong client relationships and preparing financial reports and presentations for clients, with standard office hours in an office-based setting.

Qualifications

• Educational qualifications as stated: Bachelor's degree in Finance, Accounting, or related field.
• Experience in financial services or banking (as indicated: 58 years of experience).
• Proficient in financial analysis and reporting.
• Collaborate with client teams to address financial needs.
• Strong analytical and communication skills.
• Office-based role with standard working hours.

Responsibilities

• Assist clients with financial planning and banking services.
• Analyze financial data to provide insights and advice.
• Coordinate with bank representatives to ensure smooth transactions.
• Develop and maintain strong client relationships.
• Prepare financial reports and presentations for clients.

Skills

Financial analysis

Reporting

Education

Bachelor's degree in Finance or Accounting

Job description

Recruitify_HR is seeking a dedicated professional to assist clients with financial planning and banking services, analyze financial data for insights, and coordinate with bank representatives to ensure smooth transactions.

The role focuses on developing and maintaining strong client relationships and preparing financial reports and presentations for clients, with standard office hours in an office-based setting.