Financial consultant
Muntinlupa
Job Description
Posted on 17 April 2026
Bank-Based | Corporate Role- About the Role
You will guide clients in selecting financial products that fit their needs today and help them plan for the future.
This is a client-facing role within a formal banking environment. You will engage with walk-in and referred clients during regular banking hours, providing professional and consultative guidance while contributing to individual and branch performance goals.
This role combines financial advisory and relationship-based sales in a structured and professional bank setting.
Key Responsibilities- Engage and assist clients inside the assigned bank branch
- Understand clients' financial priorities and future plans
- Recommend suitable financial products based on client needs
- Build and maintain strong client relationships
- Work closely with branch managers and banking staff
- Contribute to individual and branch performance targets
- Prepare and submit documentation accurately and in a timely manner
- Ensure compliance with company and banking standards
Qualifications/Requirements
Qualifications- Bachelor's degree graduate (any course)
- Open to fresh graduates and experienced professionals
- Background in banking, insurance, financial services, or client-facing roles is an advantage
- Strong communication and relationship-building skills
- Professional and presentable
- Goal-oriented and motivated to grow
- Willing to work onsite in a bank branch
- Available for full-time employment
Work location
CITY OF MUNTINLUPA, NCR, FOURTH DISTRICT
Remarks
No additional remarks
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