Banking and Financial Services Consultant

ShareJob DescriptionEmployee Recognition and RewardsIncentivesDescriptionAnalyze clients' financial situations and develop personalized financial plans that align with their goals and risk tolerance.Advise clients on investment strategies, including stocks, bonds, mutual funds, and other financial instruments.Assist clients with retirement planning, tax...

At Peras Son Consultant, we strive to deliver exceptional financial services. Our goal is to provide tailored advice that meets our clients' unique needs.About the RoleThe ideal candidate will possess excellent analytical skills, enabling them to assess clients' financial situations and create personalized financial plans that align with their goals and risk...

Job SummaryThe Head of Retail Banking Operations will be responsible for overseeing the operational efficiency of our Retail Banking store divisions within an assigned region. This role requires a strong understanding of banking operations, excellent leadership skills, and the ability to drive business growth.Key ResponsibilitiesOperational Efficiency:...

Regional Operations Head Job DescriptionWe are seeking a skilled Regional Operations Head to oversee the operational efficiency of our Retail Banking store divisions in Visayas-Mindanao.This role entails ensuring excellent customer service delivery, complying with internal policies and regulatory requirements, directing Area Operations Officers, and...

We are looking for a highly skilled Banking Customer Service Professional to join our High Priority Banking team at TalentSync Training and Development. As a key member of our team, you'll be responsible for providing exceptional customer service to clients, resolving their inquiries and issues, and ensuring customer satisfaction.Key Responsibilities:Provide...

We are seeking an accomplished Accounting Specialist to join our team at Knowledge Depot Business Consultancy Services in Cebu.This full-time position offers the opportunity to work with a dynamic organization and contribute to the growth of our business.Job DescriptionManage financial records, including accounts payable and receivable.Prepare and process...

Work Setup:This role will be working onsite, Monday to Friday. As a Business Financial Services Lead, you will be responsible for overseeing the financial services function, ensuring that all clients meet their compliance obligations. Your duties will include preparing financial statements, personal tax returns, company & trust returns, partnership returns,...

Peras Son Consultant values excellence in financial consulting. We offer a dynamic environment where professionals can thrive and deliver exceptional results.Job OverviewThis role requires a skilled financial professional who can analyze complex financial data and provide actionable insights to clients.The ideal candidate will have experience in financial...

As a Personal Finance Advisor at Peras Son Consultant, you will play a vital role in helping clients achieve their financial goals. We seek an experienced professional who can provide exceptional service and expertise.Role DescriptionThe ideal candidate will possess strong analytical skills, enabling them to analyze clients' financial situations and develop...

We are seeking a highly skilled Accounting Specialist to join our team at Knowledge Depot Business Consultancy Services.Job Overview:The successful candidate will be responsible for managing financial records, preparing financial reports, and ensuring compliance with regulatory requirements.Key Responsibilities:Manage financial records, including accounts...

Neksjob Corporation is seeking a Banking Customer Service Representative to join our team.Job DescriptionMain Job Tasks and Responsibilities:Assist customers with their banking needs by providing excellent service and resolving any issues promptly.Process transactions accurately and efficiently, ensuring that all financial data is up-to-date and...

Knowledge Depot Business Consultancy Services is a dynamic organization that requires an experienced Accounting Specialist to manage its financial operations.We are seeking a highly skilled and detail-oriented professional to join our team in Cebu as a Full-time employee.Key ResponsibilitiesOversee financial record management, including accounts payable and...

About the Role:This is an exciting opportunity for a seasoned financial professional to join our team at Private Advertiser. As a Wealth Sales Relationship Manager, you will be responsible for building and maintaining relationships with high-net-worth clients, providing tailored financial solutions, and driving revenue growth.The ideal candidate will have a...

Afa Lim Accounting and Consultancy ServicesJob DescriptionWe are looking for a reliable and detail-oriented Bookkeeper to maintain accurate financial records, process transactions, and support accounting operations. The ideal candidate will have experience in managing day-to-day financial activities and ensuring smooth financial...

We are seeking a skilled Investment Strategist to join our team at Peras Son Consultant. The ideal candidate will possess exceptional analytical skills, enabling them to analyze complex financial data and provide actionable insights to clients.About the PositionThis role requires a highly motivated individual who can work collaboratively with clients to...

We are seeking a Financial Services Professional to join our team at Fairlane Automotive Ventures, Inc. This role will involve performing complex accounting and credit duties, as well as handling clerical and fiscal recordkeeping work.BASIC QUALIFICATIONS:A Bachelor's degree in Commerce, Finance, Accountancy, or Banking is required.At least 1-2 years of...

TASQ Staffing Solutions is committed to delivering exceptional results through our talented team of professionals. As a Financial Services Associate, you will play a critical role in helping us achieve this goal.Your primary responsibilities will include servicing the needs and concerns of assigned merchants, assisting with company promotions and projects,...

Position OverviewThis is a unique opportunity to join TRBank's Branch Banking Division as a Sales Officer. As a key member of our team, you will play a crucial role in driving deposit generation and ensuring compliance with regulatory requirements.The ideal candidate will have a strong understanding of banking operations, excellent customer retention skills,...

Company OverviewThe Hongkong and Shanghai Banking Corporation Limited (HSBC) is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper.

Job Title: BPO Team Lead - Financial ServicesWe are looking for an experienced BPO Team Lead - Financial Services to join our team at Tasq Staffing Solutions.About the Job:This is a leadership role that requires a strong customer service background, excellent communication skills, and the ability to manage a team of 20 contact center agents.Key...