Relationship Manager

7 days 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.

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