Business Development Officer - Financial Services

Job Summary:

The Business Development Officer will support the growth of KPMG Philippines’ Financial Services practice by identifying, developing, and converting strategic opportunities across banks, insurance companies, fintech organizations, and other financial institutions.

The role will focus on building and managing senior-level client relationships, particularly with Chief Technology Officers, Chief Information Officers, Chief Information Security Officers, and other technology, risk, operations, and business executives. The successful candidate will work closely with Partners and engagement teams to position relevant KPMG services, strengthen key accounts, and develop a sustainable pipeline of opportunities.

Key Responsibilities:

• Develop and execute a business development plan aligned with the growth priorities of the Financial Services practice.
• Identify and pursue potential opportunities across banking, insurance, fintech, payments, capital markets, and other financial-services segments.
• Leverage an established professional network among CTOs, CIOs, CISOs, and other senior decision-makers within the Philippine financial-services sector.
• Build and maintain trusted relationships with existing and prospective clients.
• Engage senior executives to understand their strategic priorities, business challenges, technology initiatives, regulatory concerns, and investment plans.
• Work with Partners and subject-matter experts to position KPMG’s advisory and professional services based on identified client needs.
• Originate opportunities in areas such as technology transformation, cybersecurity, data and analytics, cloud, digital transformation, operational resilience, risk management, regulatory compliance, and related advisory services.
• Maintain a structured pipeline of leads, qualified opportunities, proposals, and anticipated engagements.
• Coordinate account-planning activities for priority Financial Services clients.
• Support the development of client proposals, presentations, pitches, credentials, and other pursuit materials.
• Facilitate introductions, executive meetings, industry roundtables, and other relationship-building activities.
• Monitor market developments, competitor activities, technology trends, and regulatory changes affecting financial institutions.
• Provide Partners with regular updates on pipeline status, client engagement, sales progress, conversion risks, and recommended next steps.
• Coordinate with internal teams to ensure that proposed solutions are relevant, commercially sound, and aligned with KPMG’s quality and risk-management requirements.
• Support contract and commercial discussions in coordination with the appropriate Partners and internal functions.
• Represent KPMG professionally in client meetings, conferences, industry associations, and relevant business events.
• Observe applicable independence, confidentiality, ethics, conflict-checking, and client-acceptance requirements throughout the business development process.

Qualifications:

Education

• Bachelor’s degree in Business Administration, Marketing, Finance, Economics, Information Technology, Engineering, Communications, or a related discipline.
• A master’s degree, MBA, or equivalent postgraduate qualification is an advantage.
• Relevant certifications in sales, account management, financial services, technology, or cybersecurity are an advantage but not required.

Knowledge

The successful candidate should demonstrate knowledge of the following:

• Business development, consultative selling, strategic account management, and complex enterprise-sales processes.
• The Philippine Financial Services market, including banks, insurance companies, fintech organizations, payment providers, and other regulated financial institutions.
• Organizational structures and decision-making processes within financial institutions.
• Priorities and concerns commonly managed by CTOs, CIOs, and CISOs.
• Technology and cybersecurity topics such as digital transformation, cloud adoption, data management, artificial intelligence, cyber risk, operational resilience, technology modernization, and regulatory compliance.
• Opportunity qualification, pipeline management, account planning, relationship mapping, and sales forecasting.
• Proposal development, executive presentations, commercial discussions, and stakeholder management.
• Professional-services or solution-based sales, including the ability to position multidisciplinary services rather than stand-alone products.
• Current market and regulatory developments affecting technology and security investments in the Financial Services sector.

Minimum Experience

• At least 5 years of relevant professional experience, with substantial experience in business development, enterprise sales, strategic account management, or client relationship management.
• Demonstrated experience selling professional services, advisory services, technology solutions, cybersecurity services, or other complex business-to-business offerings.
• Relevant experience serving or selling to organizations in the Financial Services sector.
• Established professional relationships with CTOs, CIOs, CISOs, and other senior executives in Philippine financial institutions.
• Proven ability to originate opportunities, develop qualified pipelines, and contribute to revenue growth.
• Experience managing long and complex sales cycles involving multiple executive, technical, procurement, legal, risk, and business stakeholders.
• Experience collaborating with senior leadership, Partners, technical specialists, and delivery teams in developing client solutions and proposals.
• Previous experience in a Big Four firm, professional-services organization, technology company, cybersecurity provider, financial institution, or comparable environment is strongly preferred.