Financial consultant
Manila
Job Description
Posted on 13 April 2026About the Role
We are looking for driven and professional individuals who want to build a career in banking and financial services. As a Financial Sales Executive (Bancassurance Sales), you will be assigned to a partner bank branch and work closely with branch managers and bank officers.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 MANILA, NCR, FIRST DISTRICT
Remarks
Why Join Us?- Work inside a professional bank branch environment
- Gain exposure to both financial advisory and relationship management
- Receive structured training and certifications
- Enjoy regular banking hours and Philippine holidays
- Build a stable and rewarding career in financial services.
- We offer a competitive compensation package designed to support both performance and long-term career stability
Apply now
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clients in making wise financial decisions across different life stages
• Develop business by acquiring and building individual and corporate clienteles
• Manage, develop, and train a group of financial consultants.
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Job Description
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About the Role
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