Client Relationship Manager

4 weeks ago


Taguig, Philippines Monroe Consulting Group Full time

Principal Consultant - Technology & Professional Services at Monroe Consulting Group (An Empressaria Business)

Executive recruitment company Monroe Consulting Group Philippines is recruiting on behalf of a fast-growing financial institution that provides a comprehensive suite of banking services tailored to commercial clients. The company specializes in offering customized lending solutions and cash management products, empowering businesses to grow and thrive in a dynamic economic environment.

Job Summary:

Our respected client is seeking a Client Relationship Manager who will be responsible for managing and expanding relationships with commercial clients. This position is based in BGC, Taguig City, Philippines .

Key Job Responsibilities:

  • Provide professional financial services to commercial clients, including customized loans and cash management products.
  • Independently expand lending and deposit portfolio for enterprise clients and promote non-credit financial products.
  • Source new loan business opportunities and structure loans based on a thorough understanding of customer needs and industry trends.
  • Conduct cross-selling activities in alignment with the customer’s development stage to maximize single-product share.
  • Manage credit risk effectively, acting as the first line of defense from initial customer engagement through post-loan management.
  • Build a professional network and accumulate contacts within specific industries.
  • Promote and enhance the company’s brand presence in the local community.
  • Deliver value-added services to enterprise clients through the bank’s brand and platform.
  • Collaborate with internal teams and external partners to expand business networks and achieve growth targets.

Key Job Qualifications:

  • 5–10+ years of relevant banking experience, preferably in servicing commercial clients.
  • Strong learning ability with a curious and research-driven mindset toward emerging industries and trends.
  • Proven experience in business development with excellent relationship management and sales skills.
  • Solid foundation in credit management and financial modeling; capable of sound credit judgment, even in volatile conditions, by combining technical knowledge with practical experience.
  • Excellent communication skills and strong team orientation.
  • Bachelor’s degree or higher.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Business Development and Sales

Industries: Banking and Financial Services

There is no longer any boilerplate or site-specific notices included in this refined description.

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