Financial Relationship Specialist

Job Overview:The Client Relationship Specialist role is ideal for individuals who are passionate about building strong relationships with clients. As a Client Relationship Specialist, you will be responsible for responding to client inquiries, processing new business and conversion applications, and facilitating disbursement-related...

Sun Life Grepa Financial, Inc. is a trusted partner for businesses looking to provide comprehensive insurance and financial solutions to their employees.This role offers the chance to work closely with management teams to understand their specific needs and develop tailored solutions that meet those needs.As a Group Sales Officer, you will play a key role in...

Job Title: Client Relationship Specialist">About Tamaray People Solutions CorporationWe are a reputable staffing agency with years of experience in providing top-notch talent to various industries. Our mission is to connect job seekers with the right opportunities and help companies achieve their goals.">Job DescriptionWe are seeking a highly skilled Client...

About the RoleWe are looking for a Customer Relationship Specialist to join our team at Tamaray People Solutions Corporation. In this role, you will be responsible for building and maintaining strong relationships with customers.As a Customer Relationship Specialist, you will handle customer enquiries, both existing and new, and respond to their needs in a...

Relationship Manager (Wealth Management)China Bank PHNegotiableOn-site - Makati 3-5 Yrs Exp Diploma Full-timeJob DescriptionResponsible for managing full-service banking relationships while providing exceptional customer experience to a portfolio of high net-worth customers; acquire new relationships through direct prospecting and by developing a network of...

Build Meaningful Relationships with MetrobankWe are seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our Commercial Banking Group, you will be responsible for originating and managing loan portfolio relationships across various segments.Key Responsibilities:Develop and implement strategies to deepen client...

About the RoleThe Cruise Financial Services Specialist will play a critical role in ensuring the accuracy and timeliness of financial information related to HAL and Seabourn. As a key member of our team, you will be responsible for preparing and reviewing financial reports, analyzing data, and providing insights to support business...

Key ResponsibilitiesThe successful Relationship Development Specialist will be responsible for developing and maintaining strong relationships with clients, driving revenue growth and customer satisfaction.Client Needs Analysis: Conduct thorough analysis of client needs and preferences to develop tailored solutions and account plans.Product and Service...

How You Will ContributeAs a Relationship Manager at RCBC, you will contribute to the growth and profitability of our Commercial Banking Group by originating new commercial loans, developing and maintaining existing loan portfolios, and cross-selling bank products and services.You will establish and maintain lasting relationships with customers, market and...

About Sun Life Grepa Financial, Inc.Sun Life Grepa Financial, Inc. is a joint venture between the Yuchengco Group of Companies and Sun Life Philippines. This strategic partnership has enabled the company to offer a wide range of financial protection products through its agency, bancassurance, and group account channels.The Company's OverviewSun Life Grepa...

**Role Overview:**The Polytechnic University of the Philippines seeks a skilled Financial Reporting Specialist to oversee the preparation and analysis of financial reports. This role requires strong analytical and problem-solving skills, as well as the ability to work effectively in a team environment.**Key Responsibilities:**Prepare and analyze financial...

Sun Life Grepa Financial, Inc. is committed to delivering exceptional customer service and building long-term relationships with its clients.In this role, you will have the opportunity to work closely with senior-level executives to understand their specific needs and preferences regarding employee benefits and insurance solutions.You will develop and...

Relationship ExecutiveChina Bank PH seeks a Relationship Executive to acquire new relationships and expand existing ones.Negotiable salary for the right candidate.This is an on-site position located in Makati.Job Qualifications:3-4 years of relationship management experience.Exposure in Banking, Relationship Management, and Sales and Marketing.Basic...

Market Development Specialist - Business Owners/SMEsSun Life Grepa Financial, Inc. is committed to delivering exceptional client experiences and driving business growth through innovative market development strategies. As Market Development Specialist - Business Owners/SMEs, you will play a critical role in achieving this goal.Key responsibilities...

About the RoleWe are seeking a highly skilled Billing Specialist to join our team. The ideal candidate will possess strong analytical and problem-solving skills, excellent communication abilities, and a proven track record of delivering high-quality results.Key ResponsibilitiesProcess and manage financial transactions accurately and efficiently.Maintain...

Financial Reporting Specialist Job DescriptionThe Financial Reporting Specialist will be responsible for preparing and analyzing financial reports, statements, and forecasts.Main Responsibilities:Prepare and present financial reports to stakeholders.Analyze financial data to identify trends and areas for improvement.Develop and implement financial models and...

Relationship Management Officer (Bank) | MakatiThe Relationship Management Officer is responsible for building and maintaining strong relationships with clients by providing tailored financial solutions, ensuring customer satisfaction, and achieving business growth.Seniority LevelAssociateEmployment TypeFull-timeJob FunctionPublic Relations and...

Job SummaryThe Wealth Acquisition Relationship Manager plays a pivotal role in expanding the customer base of the bank by onboarding new-to-bank clients into the Wealth Management portfolio. This position requires a combination of sales acumen, financial expertise, and relationship-building skills to identify and attract high-net-worth individuals (HNWIs) /...

Job Title: Financial Transaction SpecialistWe are seeking a skilled Financial Transaction Specialist to join our team at Neksjob. This role is responsible for managing chargeback processes, resolving billing disputes, and ensuring accurate financial transactions.Key Responsibilities:Collaborate with internal teams to resolve billing discrepanciesManage...

About the OpportunityWe are seeking a Senior Client Relationship Specialist to join our team in Manila. The successful candidate will be responsible for building relationships with clients, negotiating terms and contracts on their behalf, and providing updates and feedback.Key ResponsibilitiesFarm new business opportunities through cold calling, saturation...