Enterprise Financial Services Specialist

24 hours ago


Bacolod City, Western Visayas, Philippines beBeeAccount Full time ₱150,000 - ₱300,000
Portfolio Manager

Grow your career in financial services by managing a portfolio of clients and offering tailored solutions to support their growth and sustainability.

About the Role
  • This is an exciting opportunity for a professional with excellent client relationship management skills to work closely with SME businesses.
Key Responsibilities
  1. Client Acquisition: Acquire new clients through business development activities, identifying opportunities to expand our reach and provide value-added services.
  2. Credit Assessment: Conduct thorough credit assessments to determine the suitability of lending solutions for clients, ensuring that they meet our risk criteria.
  3. Loan Processing: Process loan applications efficiently, ensuring timely decision-making and minimizing delays.
  4. Relationship Management: Foster strong relationships with clients, understanding their needs and providing tailored solutions to meet their goals.
Requirements
  • Bachelor's degree in Business Administration, Finance, or related field.
  • Minimum 3 years of experience in financial services, preferably in commercial banking or lending.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving skills.
  • Able to work in a fast-paced environment and adapt to changing priorities.
Benefits
  • Competitive salary and bonuses.
  • Opportunities for professional growth and development.
  • A supportive and collaborative work environment.
Seniority Level
  • Mid-Senior level.
Employment Type
  • Full-time.
Industries
  • Banking.


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