Financial Services Officer

Qualifications

1. Bachelor’s degree in Finance, Accounting, Economics, or a related field.
2. Prior experience in financial services, banking, or a similar role is preferred.
3. Strong analytical, problem-solving, and communication skills.
4. Proficiency in financial software and Microsoft Office applications.

Responsibilities

• Assist clients with financial planning, investment options, and risk management strategies.
• Evaluate financial statements, credit reports, and other data to assess client needs.
• Provide guidance on loan applications, investment opportunities, and insurance products.
• Develop and maintain strong relationships with clients to ensure long-term financial success.
• Monitor market trends and regulatory changes to provide informed recommendations.
• Prepare financial reports, forecasts, and risk assessments.
• Ensure compliance with financial regulations, policies, and industry standards.
• Support budgeting, cash flow management, and financial decision-making processes.
• Collaborate with internal teams to enhance financial service offerings and customer experience.
• Assist in ad hoc financial projects, including audits, tax planning, and corporate finance initiatives.