Relationship Manager – Private Wealth
2 hours ago
Makati City | Full-Time | Hybrid Setup
We're looking for a
Relationship Manager
to join a growing Corporate & Private Banking team — someone passionate about building trusted partnerships with clients, delivering tailored financial solutions, and driving portfolio growth.
As a Relationship Manager, you'll manage and expand relationships with
corporate clients, entrepreneurs, and high-net-worth individuals
, providing end-to-end banking support across credit, deposits, investments, and treasury products.
What You'll Do
- Build and maintain long-term relationships with corporate and private clients.
- Develop account strategies and deliver customized financial solutions.
- Originate, structure, and manage credit facilities in coordination with credit and risk teams.
- Drive revenue growth through cross-selling of lending, deposit, and investment products.
- Collaborate with internal product specialists (Treasury, Trade, Cash Management, Wealth) to meet client needs.
- Ensure compliance with internal policies, KYC/AML, and regulatory standards.
What We're Looking For
- Bachelor's degree in Business, Finance, Economics, or related field (MBA or CFA is a plus).
- Experience in
relationship management within Corporate or Private Banking
: - Junior RM:
1–3 years - Senior RM:
5–8 years - VP/SVP RM:
10+ years with leadership exposure - Strong credit assessment, financial analysis, and client advisory background.
- Excellent communication and negotiation skills.
- A proactive, client-first mindset and the ability to manage complex accounts.
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