Financial consultant

placeSan Juan calendar_month4/17/26

Job Description

Posted on 16 April 2026

Bank-Based | Corporate Role

About 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 Executives (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 SAN JUAN, NCR, SECOND DISTRICT

Remarks

No additional remarks

Apply now

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