Strategic Financial & Banking Associate

Recruitify_HR; Quezon City; On-site; PHP 446,400 - 669,600; Full time

Job summary

A financial services company is seeking a professional based in Metro Manila to assist clients with financial planning and banking services. The role involves analyzing financial data, coordinating with bank representatives, and developing strong client relationships. Candidates should hold a bachelor's degree in Finance or a related field, with at least 5 years of experience in financial services or banking. Strong analytical and communication skills are essential for success in this position.

Qualifications

• 58 years of experience in financial services or banking.
• Proficient in financial analysis and reporting.
• Strong analytical and communication skills.

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

Communication

Analytical skills

Education

Bachelor's degree in Finance, Accounting, or related field

Job description

A financial services company is seeking a professional based in Metro Manila to assist clients with financial planning and banking services. The role involves analyzing financial data, coordinating with bank representatives, and developing strong client relationships. Candidates should hold a bachelor's degree in Finance or a related field, with at least 5 years of experience in financial services or banking. Strong analytical and communication skills are essential for success in this position.