Relationships Manager

1.  Monthly preparation and submission of WAVE, EXCOM and MCO reports.2.  Quarterly preparation and submisison on Wealth Commission Report.3.  Daily Approver on Money Market Placements and Bank Loans availment.4.  Occasional Approver on BSP MOS, verifier on BSP Philpass Plus, verifier on ROC.Weekly checker of BSP CRRAR Report prepared by Treasury...

JOB SUMMARYTheRelationship Managerof the Corporate Banking Group develops client portfolio of accounts to deliver budgeted goals and targets through cross-selling of bank products and new account on-boarding. S/He achieves revenue goals by approved through account planning, account profitability and risk management metrics.DUTIES AND RESPONSIBILITIESPrepares...

About You & The RoleAs a Relationship Manager under the Retail Banking Business Segment, you'll be at the heart of our branch, working closely with clients, colleagues, and leaders to deliver exceptional banking services and support our branch's success.What You'll Be DoingGrowing and nurturing existing deposit accounts and acquiring new clients.Delivering...

Position:Relationship Manager – High Net Worth / Affluent PortfolioType: Full-timeKey ResponsibilitiesBuild, 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 &...

Be part ofCIBI Information Inc., a purpose-driven company at the forefront of enabling better credit decisions in the Philippines and beyond.About the role:CIBI is looking for a dynamicRelationship Managerto join ourFSI Sales Team, focused on promoting our Credit Bureau solutions to financial institutions - from leading global brands to fast-growing...

Our client, the country's premier auction house, is seeking a Relationship Manager to join our dynamic team. This role builds and maintains relationships with new and existing clients, guides sellers through consignment and buyers through bidding to purchase settlement, and coordinates logistics for consignments or purchases as needed.What you'll do:Client...

About the CompanyWe are a trusted leasing and finance organization that provides businesses with tailored financial solutions to support asset acquisition and operational growth. The company works closely with various industries, dealers, and corporate clients, delivering efficient, compliant, and customer-centric financial services.About the RoleWe are...

Role Overview:The Relationship Manager is responsible for growing and developing the existing portfolio and generating new business to expand the company's client base while achieving assigned volume targets.Specific Duties and Responsibilities:Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and...

Job Summary:The Relationship Manager is expected to originate, develop, review and manage loan portfolio relationships, as well as cross-sell appropriate bank products and services, across target segments, to contribute to the Bank's objectives in terms of growth, profitability and client satisfaction.Role Exposure:Deepen your understanding of account...

Job Purpose:Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activationBuild and deepen relationships with partners to drive businessHelp Identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunitiesCreate and implement sales strategies /...