Corporate Banking Senior Relationship Manager For Financial Institutions

Corporate Banking Senior Relationship Manager ...

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Job Description

Do you want your voice heard and your actions to count?

Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.

With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.

Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.

Duties and Responsibilities:

• To help Risk Analytics Unit team in preparing spreads, industry reports and company financial analysis.

We regret to inform that only shortlisted candidates will be notified.

Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organisational fit, regardless of race, religion or gender.

Assistant Vice President – Corporate Banking Relationship Manager

Posted 1 day ago

Job Description

Job Summary: The AVP – Corporate Banking Relationship Manager is responsible for developing and managing relationships with corporate clients, providing financial solutions that support their business needs, and driving revenue growth for the bank. The role involves client acquisition, credit assessment, and cross-selling of banking products and services.

Key Responsibilities:

• Manage and grow a portfolio of corporate clients, ensuring strong relationships and high client satisfaction.
• Identify and pursue new business opportunities with prospective corporate clients.
• Conduct credit and financial analysis to assess client needs and recommend appropriate banking solutions.
• Structure, negotiate, and execute loan and financing transactions in line with the bank's credit policies.
• Cross-sell a range of banking products and services, including cash management, trade finance, and treasury solutions.
• Monitor client accounts and portfolio performance to manage risks and ensure compliance with internal and regulatory requirements.
• Collaborate with product, risk, and operations teams to deliver seamless client service.

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or related field; MBA or relevant certifications is a plus.
• At least 7 years of experience in corporate/commercial banking, with exposure to credit analysis and client relationship management.
• Strong understanding of corporate banking products and financial markets.
• Excellent communication, negotiation, and client relationship management skills.
• Ability to manage multiple accounts and deliver results under pressure.

Corporate Banking Senior Relationship Manager for Financial Institutions

Makati City, National Capital Region ₱ - ₱ Y Bank of the Philippine Islands (BPI)

Posted 1 day ago

Job Description

The Corporate Banking Senior Relationship Manager for Financial Institutions (FIs) is responsible for managing and deepening relationships with the bank's top FI clients including domestic and international banks, insurance companies, asset managers, and other non-bank financial entities. They are tasked to: (a) cultivate trust and partnership and be designated as one of the top bankers of their most important clients; (b) grow the profitability of its portfolio of accounts by providing timely and appropriate financial solutions to these clients; and (c) ensure positive customer experience with the bank, all within the bank's policies and guidelines. In carrying out its objective, the Senior Relationship Managers collaborate closely with the heads of products groups, channels, operations, legal and compliance units in the bank.

Responsibilities:

Top Corporate Account Management

• Serves the banking needs of BPI's top Financial Institution (FI) clients including domestic and international banks, insurance companies, asset managers, and other non-bank financial entities
• Manages affiliate accounts and ensures strict adherence to regulatory and internal policies
• Adheres to KYC guidelines and requirements for Enhanced Due Diligence, Anti-Money Laundering Act and Audit
• Adheres to account maintenance procedures and ensures customer information is updated at all times.
• Conduct a DOSRI analysis and Related Party Account vetting in line with the Bank's policies and procedures for affiliate accounts
• Initiates sales calls, client engagements, and visits, independent of its Team Head and ensure that all their clients are properly covered

Revenue and Income Growth

• Ensures attainment of their income and volume targets through implementation of business development strategies and initiatives that enhance the breadth and depth of product portfolio in response to top corporate clients' needs.
• Grows the revenue, volume and profitability of their portfolio of accounts by providing timely and appropriate financial solutions to these clients, all within the bank's policies and guidelines. The Senior RMs craft account strategies pursuant to an account plan and ensures effective implementation of the relationship management strategy and strives to the be the preferred business partner of its top corporate clients, to achieve and sustain competitive positioning in the market, resulting in optimization of customer satisfaction, retention and wallet share.
• Possesses in-depth understanding of its clients banking needs, market trends and developments, to provide innovative financial advise and customized solutions that would address their clients needs resulting in increased market share, product counts, cross selling and product penetration
• Works closely with their product partners to identify product gaps, leads and opportunities
• Assists in the sales process to ensure that product opportunities lead to closed sales which includes scheduling client calls, following up with product partners and clients, and resolving issues as may be necessary

Customer Care

• The Senior RMs ensure positive customer experience with the bank by constantly soliciting customer feedback, competitive scan and market intelligence and working closely with products the heads of products groups, channels, operations, legal and compliance units in the bank toward the furtherance of this objective.
• Works with respective Service Officers and Service Staff to ensure that all their customers' day-to-day transactions are fulfilled accurately and on time
• Ensures that all product and channel issues of the clients are resolved quickly and initiates, with the help of their Team Head, changes in policies and procedures to ensure issues are not repeated

Loan Negotiation, Documentation and Administration

• Works with their Credit Partners to ensure on-time renewal and set-up of credit lines. The Senior RMs provide the Credit Partners with the necessary information from client to renew and set-up lines, including scheduling of credit interviews
• Assists the Credit Partners in presenting the account to the Bank's credit approving bodies
• Collaborates with their Credit Partners, Corporate Finance Partners and other internal stakeholders, structures loan packages and prepares loan proposals and term sheets for clients and ensures client acceptance of such
• Negotiates loan terms and documentation in coordination with our Legal partners and ensures its timely execution
• Works with its service team and coordinates with the client to ensure immediate implementation of the line. The Senior RMs also ensures that the service team efficiently administers the loan (including timely submission of condition precedent documents, release of statement of accounts, re-pricing notices, accurate and timely collection of all amounts due under the loan document)
• Monitors the credit quality of its loan portfolio
• Proposes and implements steps and measures to ensure acceptable credit quality
• Works with their Credit Partners in monitoring adherence of Borrowers to their loan covenants
• Strategizes and pursues options for recovery should a loan deteriorate in credit quality or becomes past due

Qualifications:

• College graduate preferably with a degree in business-related discipline such as Banking, Accounting or Finance
• Minimum of 8 years' experience as a Relationship Manager handling Financial Institutions
• At least 10 years of cumulative experience in Corporate Banking, Business Banking, Product Sales, Marketing, Credit, or other related financial disciplines
• Good knowledge in markets, credit and lending, operations, credit policies, risk management and corporate finance and other commercial banking products and services to enable cross-selling
• Knowledge of Philippines regulatory standards and compliance guidelines is also required
• Comfortable dealing with top executives and foreigners and navigating around complex and competitive environment; excellent interpersonal, communication and listening skills; strong ability to analyze and research information; driven and motivated; professional and ethical, excellent marketing skills and client empathy

Client Relationship Management

Posted 1 day ago

Job Description

We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex priority accounts. Client managers "deliver the firm" by aligning client strategies and needs to MMC's capabilities and resources.

We will count on you to:

• Serves as first point of contact for day-to-day communication with numerous and/or complex accounts, follows up on correspondences and manages/maintains communications.
• Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studies and creating risk maps for internal and external use.
• Supports colleagues by managing day-to-day aspects for designated accounts and conducting ensuing account management tasks including completing billing transactional work, generating, and coordinating calendars and timelines, liaising between internal senior professionals and business accounts, and generally representing the business to ensure satisfaction, compliance and allow for senior level colleagues to focus on growth efforts.
• Manages account concerns or issues encountered and successfully addresses small and complex problems in a timely manner, applying judgement as to when and what to escalate up to senior colleagues.
• Collects insights and information on relationship satisfaction and reports results to senior colleagues offering context and suggestions when needed to best ensure account satisfaction and retention.
• Begins to build relationships with professional counterparts at client organizations.
• Maintains a fluency in the Company's various service offerings and market trends to enrich work performed and develop sales capabilities.

What you need to have:

• At least 3 years of experience in similar field of client facing, account handling experience
• Team player

What makes you stand out?

• Able to manage and develop client relationship
• Experience with business development and expanding and diversifying the business

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

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Relationship Management Officer

Posted 1 day ago

Job Description

The position is primarily responsible for providing support to the Department Head in managing and maintaining business relationships with corporate partners.

Duties and Responsibilities:

• Maintains complete and detailed knowledge of all company products and services.
• Informs existing and new corporate partners on the benefits and features of the new products and services offerings.
• Promote high-quality sales and service to ensure client satisfaction.
• Provides active response and engaged consultation to strengthen client relationships and connection.
• Attends to client complaints and takes the first step to resolve the issue
• Helps in facilitating client satisfaction survey/interview and recommends ways of improving client satisfaction.
• Forwards upselling and cross-selling opportunities to other sales units.

Qualifications:

• Graduate of any four (4) year course
• At least two (2) years of related work experience in any related field
• Can deal and manage at least 10 bank partner's on-boarding processing and documentation in 6 months
• With strong ability to communicate, present and influence key stakeholders at all levels of an organization
• Willing to work in Makati

Client Relationship Management

Posted 1 day ago

Job Description

This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

We are seeking a talented individual to join our Multinational team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

Senior Client Executive responsible for the growth, profitability and client satisfaction of a book of business containing complex priority accounts.

We Will Count On You To

• Client Relationship Management: Develop and maintain strong relationships with key clients across different regions, ensuring their needs are understood and met while fostering long-term partnerships.
• Strategic Account Planning: Create and implement strategic account plans that align with the overall business objectives of both the client and the organization, identifying opportunities for growth and expansion in various markets.
• Cross-Cultural Collaboration: Work effectively with diverse teams across multiple countries, facilitating communication and collaboration to ensure that client global programs are executed smoothly and meet local market requirements.
• Performance Monitoring and Reporting: Track and analyze client account performance metrics, preparing regular reports and presentations for stakeholders to demonstrate value delivered and identify areas for improvement.

What You Need To Have

• Experience in Client Management: A proven track record of at least minimum 2-3 years in client-facing roles, preferably in a multinational environment, demonstrating the ability to manage complex client relationships and deliver results.
• Strong Communication and Interpersonal Skills: Excellent verbal and written communication skills, with the ability to engage and influence stakeholders at all levels, including senior executives, across different cultures and regions.
• Cultural Competence and Global Awareness: A deep understanding of cultural differences and business practices in various regions, along with the ability to navigate and adapt to diverse working environments effectively.
• Strategic Thinking and Problem-Solving Abilities: Strong analytical skills with the ability to develop strategic plans, identify opportunities for growth, and solve complex problems, ensuring alignment with both client and organizational goals.
• Multi-tasking Skills: Strong organizational skills to keep track of various tasks and ability to prioritize tasks and allocate time efficiently.

What makes you stand out?

• Educational background: Preferably a graduate of any business administration course, or a related field, as it may provide deeper insights into strategic management and global market dynamics.
• Strong leadership skills. Able to make informed decisions promptly, even under pressure and weigh options carefully but are not afraid to take action when necessary.
• Result oriented. Ability to deliver quality and consistently strong results.

Why Join Our Team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

R_

Client Relationship Management

Posted today

Job Description

We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.

Client managers are responsible for the growth, profitability, and client satisfaction of a book of business containing complex priority accounts. Client managers "deliver the firm" by aligning client strategies and needs to MMC's capabilities and resources.

We will count on you to:

• Serves as first point of contact for day-to-day communication with numerous and/or complex accounts, follows up on correspondences and manages/maintains communications.
• Develops and communicates an understanding of client businesses by conducting and analyzing client research, research on industry issues, preparing benchmarking studies and creating risk maps for internal and external use.
• Supports colleagues by managing day-to-day aspects for designated accounts and conducting ensuing account management tasks including completing billing transactional work, generating, and coordinating calendars and timelines, liaising between internal senior professionals and business accounts, and generally representing the business to ensure satisfaction, compliance and allow for senior level colleagues to focus on growth efforts.
• Manages account concerns or issues encountered and successfully addresses small and complex problems in a timely manner, applying judgement as to when and what to escalate up to senior colleagues.
• Collects insights and information on relationship satisfaction and reports results to senior colleagues offering context and suggestions when needed to best ensure account satisfaction and retention.
• Begins to build relationships with professional counterparts at client organizations.
• Maintains a fluency in the Company's various service offerings and market trends to enrich work performed and develop sales capabilities.

What you need to have:

• At least 3 years of experience in similar field of client facing, account handling experience
• Team player

What makes you stand out?

• Able to manage and develop client relationship
• Experience with business development and expanding and diversifying the business

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.

R_

Customer Relationship Management

Pasig City, National Capital Region ₱ - ₱ Y Robinsons Land Corporation

Posted today

Job Description

JOB OVERVIEW:

The Customer Relationship Management (CRM) Officer is responsible for running day-to-day CRM campaigns in collaboration with different teams by segmenting our first-party data across the departments into different customer profiles, target customer profiles with relevant and personalized communications to ensure customer retention, satisfaction, and delight.

QUALIFICATIONS:

• Candidate must possess at least a Bachelor's/College Degree in Business Studies/Administration/Management or Communication
• With 2-3 years of relevant CRM experience; experience in CRM Marketing in an online subscription business (e.g. gaming, telecommunications, entertainment or other relevant industry) is an advantage
• Knowledge and understanding of tools: SQL server, Salesforce cloud, Google Analytics, Google Tag Manager
• Has clear understanding of basic data structure and data capture processes
• Basic Project Management skill (web / app/ CMS development)
• Willing to report to work onsite (Ortigas, Pasig)

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