Client Financial Management

Posted today

Client Financial Management Nightshift Jobs in Manila

The Financial Management Associate assists in budget preparation, monitors actual expenses, and prepares periodic financial statements and related fund utilization reports, financial forecasts and studies for designated programs (e.g. Sustainable Livelihood, Education, Youth Leadership, Relief and Rehabilitation Programs, Arts and Culture, and other projects/programs assigned). The incumbent will support the program manager by providing financial information in a timely and effective manner.

Budget Preparation

• Provide assistance to the Project Leads in the development of each program's annual budget, and in project costing of new programs and special projects, as needed.

Project monitoring and fund tracking

• Track fund utilization for each program
• Monitor cash advances and review liquidation reports
• Verify requests for payments and budget availability
• Verify collection reports for special projects, as applicable

Management Reporting

• Prepare periodic financial statements and related financial reports for the programs/pillars assigned

Requirements:

• At least a bachelor’s degree in Business, Financial Management or related fields
• Fresh graduates are welcome to apply
• Excellent numerical skills with advanced knowledge in Microsoft Applications, especially MS Excel
• Good oral and written communication skills
• Interpersonal skills, including ability to explain finance concepts to non-finance practitioners
• Willing to work in Makati City on a hybrid work setup (at least 3x a week on-site)

Financial Risk Management Manager

Posted today

Job Description

You will be responsible for Financial Risk Management engagements, tackling credit risk, market risk, and liquidity risk. You will assist in developing, implementing, and/or validating models to provide solutions to client-specific, possibly regulatory-driven, needs, and perform data/risk analytics. You will collaborate with the team to assess approaches, identify improvement opportunities, and recommend decisions on key risk matters.

Qualifications :

• Intermediate background in mathematics, statistics, and/or economics; analytical, project management skills; ability to integrate into cross-functional teams
• Minimum 5 years of relevant experience

Desired skills

• Critical thinking on data processes to inform decisions
• Ability to prioritize multiple tasks and deadlines
• Strong oral and written communication and presentation skills
• Ability to drive change and influence across levels
• Proficiency in Word, Excel, PowerPoint
• Experience documenting processes with project management methodologies
• Experience using R and SAS; knowledge of Python or SQL is a plus
• CFA license is preferred but not required
• Fresh graduates are welcome to apply

Financial Risk Management Associate

Posted today

Job Description

The candidate will support Managers or Supervisors on Financial Risk Management engagements and may assist other service lines. Administrative tasks and desktop research are included. We seek a detail-oriented Financial Risk Analyst with a strong background in mathematics, statistics, or data analytics to assess and manage financial risks using quantitative methods.

Qualifications

• Bachelor’s or Master’s degree in Mathematics, Statistics, Data Analytics, Finance, or related field
• Proficiency in statistical analysis and data visualization tools (R, Python, Tableau, SQL); familiarity with risk assessment methodologies
• 6 months to 1 year experience in Mathematics, Statistics and Data Analytics; familiarity with risk management frameworks preferred but not required
• Training in Probability and Statistics, Financial Mathematics, Econometrics, Data Science, Risk Management, and Financial Modelling
• Proficiency in R, SAS, SPSS; Python or SQL for data manipulation
• CFA license preferred but not required
• Fresh graduates are welcome to apply

Client Management Officer

Posted today

Job Description

Toyota Mobility Solutions seeks a Client Management Officer in Makati City, Manila. This role handles business development and operations management of the Fleet Management Services unit, oversees operations, ensures quality customer service and efficient transactions, and coordinates with business partners and clients.

Responsibilities

• Business development and operations management of Fleet Management Services
• Communicate direction and process documents for the unit’s transactions
• Coordinate with service providers and internal personnel to ensure quality customer service
• Respond to customer inquiries and resolve issues promptly
• Coordinate with departments for swift issue resolution
• Follow up with customers to ensure satisfaction
• Generate reports and propose performance improvements
• Provide information about services to partners and clients

Requirements

• Bachelor’s degree in Management, Marketing, Business Administration, Operations Management or equivalent
• Ability to multitask and communicate with diverse people
• Ability to make sound decisions for company and customer
• Ability to handle ambiguity and objections
• Ability to take projects from concept to implementation
• Excellent verbal and written communication
• Strong problem-solving and conflict-resolution abilities
• Background in Customer Relations preferred but not required

Posted today

Client Services Supervisor Wealth Management and Financial Services

Taguig, National Capital Region

Salary: ₱ yearly

Posted today

Job Description

Job Title: Wealth Management and Financial Services

Work setup

• Onsite in Taguig
• Night Shift

Salary Package

• 50,000.00 Basic Pay

Your duties and responsibilities

• Leadership and team management, coaching and development
• Performance management and KPI tracking
• Process improvement and change management
• Project management and cross-functional collaboration
• Client-focused service delivery and issue resolution
• Analytical decision-making and data-driven planning
• Stakeholder management and reporting
• KPI development and reporting
• Recruiting, onboarding and talent development

Required qualifications

• Education: College graduate or undergraduate (preferred); MBA or equivalent is a plus
• 3+ years in a call center with customer service focus; 1–2 years supporting wealth management, insurance or financial management clients; 2+ years in supervisory role
• Strong verbal and written communication; coaching and mentoring abilities
• Wealth and Asset Management experience required

Recruitment Process: Online

• Phone Screening
• HR Interview
• L1 Interview
• L2 Interview Client Interview
• Offer and Onboarding

Job Types: Full-time, Permanent

• Company Christmas gift
• Company events
• Free parking
• Health insurance
• Life insurance
• Promotions opportunities
• Paid training
• Promotion to permanent employee

Education: Bachelor’s (Preferred)

Experience:

• Wealth Management, Fund Servicing and Fund Accounting: 3 years (Preferred)
• Wealth management, insurance, or financial management: 2 years (Preferred)
• Supervisory or team lead: 2 years (Preferred)
• WAM: 2 years (Preferred)

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