Relationship Manager
7 hours ago
Relationship Manager - Wealth & Investment Management Position: Relationship Manager – High Net Worth / Affluent Portfolio Type: Full-time Key Responsibilities Build, manage and grow a portfolio of HNWI / affluent individual clients. Serve as the lead advisor for clients: understand each client’s financial goals, risk appetite, insurance and investment needs, and propose tailored solutions (insurance, wealth & asset protection, investment-linked products, etc.). Acquire new HNWI clients via networking, referrals, events, business development and partnerships. Cross-sell and up-sell the full suite of products and services: insurance (life, health, critical illness, asset protection), investment-linked products, wealth-planning solutions, estate planning liaison, etc. Collaborate with internal teams (product specialists, underwriting, investment advisory, risk & compliance) to deliver holistic service to clients. Monitor client portfolios and relationships: ensure service quality, review client needs periodically, maintain high client satisfaction and retention. Meet defined targets for new business (assets under management / premiums) and for servicing existing clients (renewals, client referrals, wallet share). Ensure all client interactions comply with internal policies, regulatory requirements (e.g., data privacy, anti-money-laundering, suitability). Represent the company in client-events, seminars, private-client gatherings and networking forums relevant to the HNWI segment. Qualifications & Experience Bachelor’s degree (preferably in Finance, Business Administration, Economics or equivalent). Post-graduate or professional qualification (e.g., CFA, CFP) is a plus. Proven experience (typically 5+ years) in private banking, wealth management, high-net-worth relationship management, sales to affluent clients or similar. Demonstrated track‑record of acquiring and servicing HNWI or affluent clients; familiar with their expectations and dynamics. Strong knowledge of insurance products (life, health, critical illness, wealth‑linked), investment products, and financial markets. Excellent interpersonal, communication and presentation skills — able to engage with sophisticated clients, build trust and manage expectations. Sales‑oriented mindset but also focused on advisory, service quality and long‑term client relationships. Ability to work independently, be proactive, network extensively, and manage a portfolio of clients. Strong ethics, discretion and confidentiality (given the sensitive nature of HNWI relationships). Familiarity with regulatory environment in the Philippines (insurance regulation, investment laws, AML/KYC) is an advantage. Client‑centric, service excellence focus. Business development / “hunter” mindset for new client acquisition. Ability to manage complexity: clients may have multi‑faceted needs (investments, tax/estate liaison, cross‑border considerations, etc.). Networking skills: capable of attending events, building relationships with referral sources (legal, tax, real‑estate, family offices). Analytical mindset: able to understand client’s overall financial profile, risk profile, propose appropriate strategies. Team collaboration: though individual portfolio, must work closely with product, service and support teams. Integrity and regulatory compliance mindset. Seniority Level Mid‑Senior level Employment Type Full‑time #J-18808-Ljbffr
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Relationship Manager
3 days ago
Philippines Meaningful Banking from Metrobank Full time ₱600,000 - ₱800,000 per yearPosition Title: Relationship ManagerJob Summary:A Relationship Manager will originate, develop, review and, manage loan portfolio relationships. You will cross-sell appropriate bank products and services across target segments to help achieve the Bank's objectives in terms of growth, profitability and client satisfaction. Role Exposure:Hone your...
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Relationship Manager
3 weeks ago
, , Philippines Skyrocket Studios PH, Inc. Full timeRelationship Building & Account Management Develop and nurture long-term, strategic relationships with both new and existing clients. Act as the primary point of contact, ensuring smooth communication between clients and internal teams. Use a consultative approach to identify clients’ business goals and provide value-added services that drive results....
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Relationship Manager
3 days ago
Philippines Meaningful Banking from Metrobank Full time ₱900,000 - ₱1,200,000 per yearBe #InGoodHands with MetrobankHere at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future...
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Relationship Manager
3 days ago
Philippines Meaningful Banking from Metrobank Full time ₱400,000 - ₱800,000 per yearBe in good hands with Metrobank Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your...
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Relationship Manager
3 weeks ago
, Pampanga, Philippines Circa Logica Group Full timeRelationship Manager Location: San Fernando, Pampanga A well-established rural bank driving financial growth in local communities. OVERVIEW We are looking for a Relationship Manager to drive community growth by building strong client connections, managing loan portfolios, and delivering personalized financial solutions. This role is ideal for proactive...
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Agency Relationship Manager
6 days ago
, , Philippines Cobden & Carter International Full timeAbout the job Agency Relationship Manager Our client is one of the leading insurance company here in Philippines that offers wide range of insuranceproducts. Responsibilities: Develop and maintain strong relationships with insurance agencies. Serve as the primary point of contact for life agents, addressing their needs and resolving any issues. Regularly...
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Relationship Manager
6 days ago
, Metro Manila, Philippines Netbank Full timeGet AI-powered advice on this job and more exclusive features. This position will own the end-to-end relationship with Netbank’s lending partners—primarily fintechs, MFIs, and digital lenders—under loan channeling or FLDG-based structures. The role bridges commercial negotiations , risk alignment , and operational execution , ensuring that each...
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Relationship Manager
3 days ago
Makati City, Metro Manila, , Philippines SAVii Full time ₱600,000 - ₱800,000 per yearJob DescriptionWe are looking for a Relationship Manager to build and preserve trusting relationships with our customers. We'll rely on you to find ways to outperform our competition and maintain our company's positive imageRelationship Manager with a best-in-class track-record:Building and maintaining relationships with clients and key personnelConducting...
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Business Relationship Manager
3 days ago
Philippines AXA Full time ₱1,200,000 - ₱2,400,000 per yearA global leader in insurance and investments, AXA takes care of 103 million lives in 64 countries worldwide. We actively invest in pioneering and personalized solutions to meet your ever-changing needs and exceed your expectations. In the Philippines, we are in partnership with Metrobank, one of the country's strongest banks.Minimum Qualifications•...
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Business Relationship Manager
1 day ago
Philippines AXA Full time ₱1,500,000 - ₱3,000,000 per yearPlease visit for more information.Minimum Qualifications• Graduate of Bachelor Degree / with Master's Degree• Has experience in private wealth, private banking, or investment portfolio managementof clients.• Preferably has 5-8 years of working experience as a relationship manager or any similarrole.• Great interpersonal skills is an...
