Relationship Manager Assistant

4 days ago

City of Taguig, Philippines Monroe Consulting Group Full time

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of one of the largest multinational bank in the Philippines. Our respected client is seeking a banking professional for the job of Relationship Manager Assistant who is well versed in Corporate Banking. The job is based in BGC, Taguig City.

Job Summary:

As for the role, you will be focused on assisting the Relationship Manager in task related to portfolio management, admin works, and client acquisition and management.

Key job responsibilities include:

  • To develop market and maintain the relationship with corporate clients;
  • To introduce and promote appropriate financial products or services to corporate clients;
  • To be responsible for in providing daily service and contact with target clients;
  • To design financial service program to customers and coordinate with other departments to ensure good service;
  • To understand clients' business /industry, its evolution and challenges by conducting investigations and data collection of clients;
  • To prepare client's due diligence report, and analyze and make judgment based on data;
  • To conduct financial analysis and credit assessment on target customers, conduct investigation and prepare assessment reports;
  • To be responsible for post-loan management periodically with inspection on clients' business operation and cash flows, credit systems operations, archiving;
  • To accomplish own performance target in Loans, Deposit, New Account Opening, Net Interest Income, Fees and Commissions and others;
  • To check on the customers and manage AML risk on both account and transnational basis.
  • To assist KYC, AML and Credit related due diligence checking and documentation; and
  • To Safe-keep of AML-related documents and records that under Marketing's responsibility.
  • To accomplish other assignments from the Head.


Key job requirements include:

  • Bachelor degree or above majoring in accounting, economy, finance or other relevant degrees;
  • Familiar with local banking regulations and policies; and
  • Familiar with credit products.
  • 2 years working experience relevant with corporate banking, treasury and project finance.
  • Strong analytical skills;
  • Good communication and interpersonal skills;
  • Fast learner;
  • Responsibility, resilience and accountability are required;
  • Proficient written and spoken English



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