Financial Services Expert

1 week ago


Cebu City, Central Visayas, Philippines Ultimate Financing Company Inc Full time

At the Ultimate Financing Company Inc, we are seeking a highly skilled Financial Services Expert to join our team. As a key member of our finance department, you will be responsible for providing expert financial advice to individuals and organizations.

Job Responsibilities
  • Analyze financial data to identify areas for improvement and provide recommendations for budgeting, investments, and risk management.
  • Assist clients with tax planning, retirement planning, and wealth management strategies.
  • Monitor clients' financial progress and suggest adjustments to their strategies as needed.
Requirements
  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Proven experience in financial consulting, accounting, or a related financial role.
  • Strong understanding of financial markets, tax laws, and investment strategies.


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