Relationship Manager

3 weeks ago


Manila, National Capital Region, Philippines Premier Business Family Consultants Inc. Full time

Key Responsibilities

Business Development

  • Identify, engage, and convert prospective family business clients.
  • Execute sales strategies, achieve revenue targets, and refine client acquisition processes.
  • Leverage personal and professional networks to promote PFBC's services, including the Family Focus Discussion (FFD) program.

Client Relationship Management

  • Build and maintain strong, trust-based relationships with clients and strategic partners.
  • Provide tailored insights on succession planning, wealth preservation, and business continuity.
  • Collaborate with internal consultants to deliver customized, high-value solutions.

Consulting Support & Growth

  • Participate in PFBC's Consultant Development Program to enhance advisory capabilities.
  • Deliver reports and presentations on family business governance, ownership transitions, and related topics.
  • Stay informed on industry trends and best practices.

Ethics & Values Alignment

  • Uphold PFBC's mission and core values in all client engagements.
  • Maintain high ethical standards, ensuring services offered align with PFBC's offerings and vision.

Qualifications

  • Bachelor's degree in Business, Finance, or a related field (MBA preferred).
  • Proven success in business development, consulting, or sales—preferably within the family business sector.
  • Strong communication, problem-solving, and influencing skills.
  • Entrepreneurial, proactive, and values-driven mindset.

Ideal Candidate Competencies

  • Executing: Disciplined, accountable, and solution-oriented.
  • Influencing: Strong networking and persuasive communication skills.
  • Relationship Building: Empathetic, adaptable, and skilled at fostering long-term partnerships.
  • Strategic Thinking: Analytical, forward-thinking, and a continuous learner.

Success Metrics

  • Achievement of sales and revenue targets.
  • Quality and longevity of client relationships.
  • Contribution to PFBC's reputation and impact in the family business community.
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