Relationship Manager

1 day ago

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

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.

  1. Weekly checker of BSP CRRAR Report prepared by Treasury Operations.

  2. Occasionally handles documentary requirements of BSP Philpass Plus and BSP MOS.

  3. Project Manager of Wealth Management System.

  4. Supervise Relationship Associate

  5. Occasionally handles documentary requirements for Bank Credit Facilities.

  6. Relationship Manager for Banks (FIs and branches)

walk in clients.

  1. Occasional alternate to Relationship Associate's job responsibilities.

12.  Any other tasks that may be assigned from time to time.

  • Relationship Manager

    1 day ago

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

    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...

  • Relationship Manager

    7 days ago

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

    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...

  • Relationship Manager

    5 days ago

    Makati City, National Capital Region, Philippines Manulife Wealth & Asset Management Full time ₱60,000 - ₱120,000 per year

    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 &...

  • Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines CIBI Information Inc. Full time ₱1,200,000 - ₱2,400,000 per year

    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...

  • Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines Guevent Investments Development Corp. Full time

    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...

  • Relationship Manager

    7 days ago

    Makati City, National Capital Region, Philippines ORIX METRO Leasing and Finance Corporation Full time ₱1,200,000 - ₱2,400,000 per year

    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...

  • Relationship Manager

    2 weeks 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...

  • Relationship Manager

    1 day ago

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

    Company DescriptionLendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia's original and #1 digital mortgage brand - and the iconic Aussie franchise.Powered by an advanced AI proprietary platform, a national network of 1,300 brokers, 230 retail stores, a team of...

  • Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines Lendi Group Full time ₱800,000 - ₱1,200,000 per year

    Company Description Lendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia's original and #1 digital mortgage brand - and the iconic Aussie franchise.Powered by an advanced AI proprietary platform, a national network of 1,300 brokers, 230 retail stores, a team of...

  • Investment Relationship Manager

    1 day ago

    Makati City, National Capital Region, Philippines J Anthony Management Consultants, Inc. Full time ₱1,500,000 - ₱3,000,000 per year

    Client: MULTINATIONAL INSURANCE COMPANYPosition: INVESTMENT RELATIONSHIP MANAGER (Wealth & Investment)The Investment Relationship Manager drives sales performance through strong partnerships with bank partners and clients. The role focuses on growing investment and insurance businesses, implementing sales strategies, and ensuring compliance with company and...