Customer Relationship Management Assistant

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...

Get 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...

Job 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...

Relationship Officer 08N25 Company TALENTMATE Job Description As a Relationship Officer, you will be at the forefront of maintaining and enhancing relationships between the organization and its clients. Your role is pivotal in ensuring customer satisfaction, fostering loyalty, and driving the growth of the business through strategic client engagement. You...

Job SummaryResponsible for soliciting new customers, as well as developing and growing a designated portfolio of corporate customers through professional account/relationship management, marketing and delivery of bank products and services with the end in view of attaining mandated targets, maximizing profitability for the bank and at the same time ensuring...

POSITION SUMMARY The Business Relationship Manager (BRM) Head will serve as a bridge between Business Technology (BT) and JFC Business Units / Brands and Corporate Functions in the Philippines. The role will act as a conduit for communication and collaboration, ensuring that BT initiatives seamlessly align with the objectives and strategies of each business...

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 advantagePlease visit for more information.A...

A 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. BUSINESS RELATIONSHIP...

Relationship Manager - Corporate Banking (NCR) Our Corporate Banking Group is looking for experienced professionals to join us in our NCR sites in the role of Relationship Manager. In this role, you will be key to the bank's growth by building strong relationships with clients. Your responsibilities include setting up new accounts, managing loan portfolios,...

Established in 1999, AXA Philippines is one of the largest and fastest growing life insurance companies in the country. It offers financial security to more than one million individuals through its group and individual life insurance as well as general insurance products through its subsidiary Charter Ping An. AXA Philippines is one of the first to introduce...