Relationship Manager

2 weeks ago

Makati City, National Capital Region, Philippines John Clements Consultants, Inc. Full time ₱1,500,000 - ₱2,500,000 per year

About the Role

We are looking for an experienced Relationship Manager to acquire, manage, and grow client investment portfolios. You will provide tailored financial solutions, drive business growth, and build long-term client relationships through proactive engagement and market insights.


Key Responsibilities
  • Build and manage high-value client relationships to grow Assets Under Management (AUM).
  • Provide investment advice aligned with market opportunities and client goals.
  • Manage client portfolios through proactive monitoring, rebalancing, and retention.
  • Represent the firm in client meetings, briefings, and industry events.
  • Ensure compliance with SEC, BSP, and IC regulatory requirements.

Qualifications
  • Bachelor's Degree in Finance, Business, Economics, or related field
  • At least 5 years of experience in private banking, asset management, or wealth management
  • Proven portfolio management of at least ₱2 billion AUM (or foreign currency equivalent)
  • CISOL and CUSP licensure preferred

Skills & Competencies
  • Strong client relationship and presentation skills
  • Excellent communication, negotiation, and advisory capability
  • Deep understanding of financial markets, pooled funds, and investment instruments
  • Results-oriented, agile, and solutions-driven mindset

Behavioral Attributes
  • Professional and ethical in client dealings
  • Strategic thinker with strong leadership and people skills
  • Highly motivated and detail-oriented

Join a dynamic team that values excellence, integrity, and growth.

Help clients achieve their financial aspirations through expert relationship management.

  • Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Paynamics Technologies Inc. Full time ₱800,000 - ₱1,200,000 per year

    Join Our Team at Paynamics Technologies Inc.Company DescriptionPaynamics Technologies Inc. is a Payment Service Provider and Software Development company based in Manila, Philippines. The company offers electronic payment products such as credit card/debit card processing, check processing, and alternative payments like bank transfers, e-wallets, and...

  • Relationship Manager

    1 week ago

    Makati City, National Capital Region, Philippines Security Bank Corporation Full time ₱1,200,000 - ₱2,400,000 per year

    The About RoleAs a Relationship Manager / Sales Officer for SBM Leasing, you will be responsible for all sales and marketing activities from lead generation/handover from the distributor to close within the target market. You will develop and implement with the Sales Team Head/Sales Head marketing plan and shall work with the Sales Team to deliver customer...

  • Client Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Cartrack Full time ₱1,200,000 - ₱2,400,000 per year

    About Cartrack Technologies Philippines Inc.Cartrack is a global leader in operations technology and IoT (Internet of Things) solutions, supporting over 125,000 corporate customers across 24 countries worldwide. Our cloud-based platform helps businesses in industries such as logistics, leasing, construction, mining, and field services improve safety, cut...

  • Corporate Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Cartrack Full time ₱1,200,000 - ₱2,400,000 per year

    About Cartrack Technologies Philippines Inc.Cartrack is a global leader in operations technology and IoT (Internet of Things) solutions, supporting over 125,000 corporate customers across 24 countries worldwide. Our cloud-based platform helps businesses in industries such as logistics, leasing, construction, mining, and field services improve safety, cut...

  • Corporate Relationship Manager

    2 weeks ago

    Makati City, National Capital Region, Philippines Cartrack Full time ₱1,200,000 - ₱2,400,000 per year

    About Cartrack Technologies Philippines Inc.Cartrackis a global leader in operations technology and IoT (Internet of Things) solutions, supporting over125,000 corporate customersacross24 countriesworldwide. Our cloud-based platform helps businesses in industries such as logistics, leasing, construction, mining, and field services improve safety, cut costs,...

  • Relationship Associate

    2 weeks ago

    Makati City, National Capital Region, Philippines Affinity Dental Full time ₱240,000 per year

    Affinitas Insurance Brokers is hiring Relationship AssociatesLocation: Rufino St., MakatiEmployment Type: Full-time | 8:30 AM – 5:30 PM, Monday to FridayAre you passionate about building strong client relationships and delivering excellent service? Join our growing team at Affinitas Insurance Brokers as a Relationship AssociateWhat You'll Do:Serve as a key...

  • Customer Relationship Management Manager

    2 weeks ago

    Quezon City, National Capital Region, Philippines GOLDEN ABC, Inc. Full time ₱1,200,000 - ₱2,500,000 per year

    JOB PURPOSEResponsible for maintaining an excellent customer engagement through the most effective systems. The CRM Manager will constantly identify opportunities to grow the customer base and build positive relationship with new clients. This role required strategic and analytical skills when finding solutions to problems to ensure customer's...

  • Analyst, Relationship Manager

    1 week ago

    Makati City, National Capital Region, Philippines MUFG Full time ₱900,000 - ₱1,200,000 per year

    Qualifications:Candidate must obtain at least a Bachelor's Degree, desirably a business-related course.With at least 5 years of relevant banking experience.With excellent communication (oral and written) skills.With effective negotiation and marketing skills, with ability to conduct financial analysis.Duties and Responsibilities:Responsible for efficient...

  • Regional Support Relationship Manager

    1 week ago

    Quezon City, National Capital Region, Philippines Private Advertiser Full time ₱1,200,000 - ₱3,600,000 per year

    The Regional Support Operations Manager (RSOM) serves as the primary liaison between company and its customers, ensuring seamless service delivery, operational transparency, and proactive issue resolution. This role is responsible for building and maintaining strong customer relationships, addressing service concerns, and driving operational improvements to...

  • Fund Relationship Director

    2 weeks ago

    Makati City, National Capital Region, Philippines AXA Full time ₱1,500,000 - ₱3,000,000 per year

    Please visit for more information.Job Purpose\: The role sits within the AXA Philippines Retail Propositions team with two key priorities. The first is around fostering a solid partnership between AXA's Global Unit Linked Investment Partner; Architas with Philippines. The second is leading the AXA Group Unit Linked ecosystem rollout in AXA Philippines...