Relationship Manager

1 week ago

Taguig, National Capital Region, Philippines Salmon Group Ltd. Full time
Relationship Manager

Salmon operates a licensed bank in the Philippines – the Rural Bank of Sta. Rosa (Laguna), Inc. ("Bank") -- with the ambition of building the best credit-led and technology-driven bank in Southeast Asia.

Salmon was founded in July 2022 by an experienced founding team, uses AI-enabled technology and a proprietary credit engine to offer market-disruptive consumer loans (Salmon Credit, Salmon Installment and Salmon Cash Loans) providing differentiated simplicity and convenience to its customers. The Salmon mobile app is 4.8 and 92% of its customers recommend its services to their friends and family.

In December 2023, Salmon received the approval of the Bangko Sentral ng Pilipinas to acquire a majority stake at the Bank, which has its head office in Sta. Rosa, Laguna and a branch in Bacoor, Cavite. The Bank has been serving residents of Laguna and Cavite since 1963 and will look to expand its range of financial services including its Salmon Time Deposits, which has an annual interest rate of up to 8.88%.

Description

  • Proactively source and attract new deposit clients (PHP 500,000 and above) using your own network, referrals, and active prospecting.
  • Meet with high-net-worth and mass-affluent individuals, build strong professional relationships, and guide them through the entire deposit placement process.
  • Clearly explain deposit products, interest rates, safety, and onboarding requirements to ensure clients feel confident and fully informed.
  • Handle objections with professionalism, address concerns, and offer tailored deposit solutions based on each client's financial needs.
  • Grow deposit volume by strategically developing and expanding a personal client portfolio.
  • Ensure a high level of satisfaction by providing excellent post-placement relationship management.
  • Collaborate with internal teams (compliance, legal, operations) to ensure a smooth and timely account opening and deposit fulfillment process.
  • Stay updated on market trends and competitor deposit rates to provide value-driven advice to clients.
  • Achieve and exceed monthly deposit acquisition targets through strong networking, sales capability, and client relationship skills.
  • Maintain accurate documentation of client interactions and deposit placements in the CRM (Creatio).

Requirements

  • Mandatory: Banking experience in the Philippines, specifically in deposits, relationship management, or wealth management.
  • Strong proven experience in attracting and managing deposit clients; previous handling of high-value portfolios is highly preferred.
  • Excellent communication, presentation, and interpersonal skills suitable for high-net-worth and affluent clients.
  • Strong sales, negotiation, and objection-handling skills with a consistent record of achieving financial targets.
  • Self-driven, proactive, and persistent, with the ability to independently build and grow a client base.
  • Existing personal client network relevant to high-value deposit acquisition is a strong advantage.
  • Familiarity with time deposits and other financial products is preferred.
  • Experience working with upper-class clients and providing premium customer service.
  • Ability to meet clients in various locations, depending on client preference (office visits, cafés, corporate offices, etc.).

  • Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines Curran Daly + Associates Full time

    What you'll doOwn and grow a portfolio of commercial or corporate clientsDrive loan origination, cross-sell, and revenue growthStructure and manage credit proposals in partnership with risk teamsBuild trusted, long-term client relationships through proactive coverageQualified candidates' background:Junior Relationship Managers with exposure to a limited but...

  • Senior Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines BusinessTrends Full time

    Senior Relationship Manager (VIP Accounts)Hybrid – BGCThe OpportunityWe are partnering with a fast-growing, tech-enabled logistics platform expanding across Southeast Asia. In the Philippines, the business is scaling its VIP account management and customer experience capabilities for high-value enterprise clients.We are looking for a Senior Relationship...

  • Customer Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines Globe Telecom Full time

    At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionA Customer Relationship Manager is responsible for building and maintaining strong relationships with clients to ensure satisfaction,...

  • Customer Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines Globe Telecom Full time

    At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionA Customer Relationship Manager is responsible for building and maintaining strong relationships with clients to ensure satisfaction,...

  • Client Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines Marsh McLennan Full time

    Company:MarshDescription:We are seeking a talented individual to join our Broking Team in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.In this role, you are responsible for a mix of acount management and broking, these roles provide quality advice and service to clients on their insurance...

  • Senior Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines Risewave Consulting, Inc. Full time

    The Senior Relationship Manager is responsible for growing the trust and investment distribution business through direct market initiatives and company-sponsored programs. The role focuses on acquiring, managing, and expanding relationships with institutional, large corporate, and qualified individual clients by identifying client needs, providing tailored...

  • Client Relationship Management

    2 days ago

    Taguig, National Capital Region, Philippines Marsh Risk Full time

    We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.This role is responsible for the growth, profitability, and client satisfaction of a book of business containing complex...

  • Client Relationship Management

    2 days ago

    Taguig, National Capital Region, Philippines Marsh Full time

    We are seeking a talented individual to join our Client Relationship Management Team at Marsh. This role will be based in Philippines. This is a hybrid role that has a requirement of working at least three days a week in the office.This role is responsible for the growth, profitability, and client satisfaction of a book of business containing complex...

  • Customer Relationship Manager-Wholesale

    2 days ago

    Taguig, National Capital Region, Philippines Globe Telecom Full time

    At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal.Job DescriptionA Customer Relationship Manager is responsible for building and maintaining strong relationships with clients to ensure satisfaction,...

  • Senior Wealth Relationship Manager

    2 days ago

    Taguig, National Capital Region, Philippines HSBC Full time

    Some Careers Shine Brighter Than Others.If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.HSBC is one of the largest banking and...