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Financial Services Expert

2 weeks ago

Manila, National Capital Region, Philippines ConnectOS Full time

Job Summary

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  • This role requires an experienced Financial Services Expert to join our team.
  • The ideal candidate will have extensive knowledge of financial markets, instruments, and regulations.
  • They will also possess excellent analytical and communication skills to interpret complex data and present findings to stakeholders.

About Us

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  • ConnectOS is a leading mortgage aggregator supporting over 6,000 brokers and advisers across Australia and New Zealand.
  • We pride ourselves on providing a comprehensive range of services to support our clients' lending needs.

Key Responsibilities

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  • Provide expert advice on financial products and services to clients.
  • Analyze market trends and competitor activity to identify opportunities for growth and improvement.
  • Develop and implement strategies to improve overall business performance.

Requirements

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  • Bachelor's degree in finance, accounting, economics, business administration, or a related field.
  • Minimum of 8 years' experience in financial services or a similar role within the finance industry.
  • Experience in using CRM software such as MyCRM, Infynity, Mercury Nexus, Flex, Salestrekker.
  • Proficient in using financial analysis tools and familiar with lenders' servicing calculators.