Strategic Financial Planning & Banking Associate

Recruitify_HR; Makati; On-site; PHP 334,800 - 669,600; Full time

Job summary

Recruitify_HR is seeking a detail-oriented Financial Services Associate in the Philippines to assist clients with financial planning and banking services, analyze data to provide insights, and coordinate with bank representatives to ensure smooth transactions.

You will develop strong client relationships, prepare financial reports and presentations, and collaborate with client teams to address financial needs in an office-based role with standard hours.

Qualifications

• Educational qualifications: Bachelor’s degree in Finance, Accounting, or related field.
• Experience: 58 years of experience in financial services or banking.
• Skills: Proficient in financial analysis and reporting.
• Responsibilities and Duties: Collaborate with client teams to address financial needs.
• Qualities and Traits: Strong analytical and communication skills.
• Working Conditions: 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

Financial reporting

Education

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

Job description

Recruitify_HR is seeking a detail-oriented Financial Services Associate in the Philippines to assist clients with financial planning and banking services, analyze data to provide insights, and coordinate with bank representatives to ensure smooth transactions.

You will develop strong client relationships, prepare financial reports and presentations, and collaborate with client teams to address financial needs in an office-based role with standard hours.