Customer Relationship Manager

Deliver Clarity and Confidence in Every Financial Interaction

This global role puts you in the front seat of personalised lending-helping clients navigate property, business, and investment decisions. Grow your career in high-stakes finance without crossing borders.

Job Description

As a Customer Relationship Manager, you'll nurture and grow existing client relationships within the financial services space, identifying new lending opportunities and guiding customers through key financial decisions. Your focus will be on proactive engagement, retention, and delivering tailored solutions that build long-term value for both the client and the business.

Job Overview

Employment type: Full-Time

Shift: Day Shift

Work setup: Permanent Work From Home

Exciting Perks Await

• Competitive Salary Package
• Permanent WFH arrangement
• HMO coverage with free dependent upon regularization
• Prime office location in Makati and Ortigas (Easy access to MRT stations, restaurants, and banks)
• Day shift schedule
• Salary Advance Program through our banking partner (Eligibility and approval subject to bank assessment. Available to account holders with minimum of 6 months company tenure.)
• Unlimited upskilling through Emapta Academy courses (Want to know more? Visit )
• Free 24/7 access to our office gyms (Ortigas and Makati) with a free physical fitness trainer
• Exclusive Emapta Lifestyle perks (hotel and restaurant discounts, and more)
• Unlimited opportunities for employee referral incentives across the organization
• Standard government and Emapta benefits
• Total of 20 annual leaves to be used on your own discretion (including 5 credits convertible to cash)
• Fun engagement activities for employees
• Mentorship and exposure to global leaders and teams
• Career growth opportunities
• Diverse and supportive work environment

The Qualifications We Seek

Experience:

• 3+ years previous experience in a finance company or bank, particularly in the mortgage lending space is required
• Proven experience working with New Zealand or Australian clients, ideally within the mortgage industry

Skills:

• Show strong verbal and written communication skills
• Speak confidently to a variety of people with ease

Team Player:

• Collaborate effectively with colleagues

Proactive:

• Demonstrate a proactive approach to customer relationship management

Quick Thinker:

• Think quickly and provide effective solutions to customer queries

NZ Financial Services Level 5 License:

• Highly desirable but not essential

Required Attributes

Skills:

• Manage multiple tasks and deadlines with strong project management skills
• Communicate effectively and build strong interpersonal relationships

Knowledge:

• Maintain up-to-date knowledge of marketing trends, tools, and best practices

Creativity:

• Develop innovative and effective marketing strategies

Team Player:

• Collaborate effectively with colleagues and external partners

Proactive:

• Identify and address marketing opportunities and challenges independently

Technical Skills:

• Use marketing tools and software, such as CRM systems, email marketing platforms, and analytics tools

Your Daily Tasks

• Proactively manage relationships with existing and previous customers to meet their financial needs
• Regularly contact customers to identify further financial assistance needs and provide solutions
• Assist customers with fixed rate rollovers and help them make informed decisions
• Provide exceptional service by addressing inquiries and resolving issues promptly
• Work closely with team members to improve customer satisfaction and retention
• Identify new opportunities to enhance relationships and drive business growth
• Respond swiftly to customer needs and market changes with agility and problem-solving skills

About the Client

Our client, Luminate Finance Group Limited, is a trusted leader in non-bank financial services, empowering Kiwis to make confident financial decisions for over 20 years. With over $1.5 billion in lending, they specialize in home loans, business lending, and investment services. Their client-first approach is personal, jargon-free, and driven by real outcomes-not sales targets. Backed by an experienced team and a broad network of funders, Luminate Finance Group Limited delivers clarity and confidence to every borrower, business owner, and investor.

Who Are We

Join a team that values camaraderie, excellence, and growth. Recognized as one of the Top 20 Dream Companies of Filipinos in 2024, Emapta stands proudly alongside industry giants, offering stability and exciting career opportunities. Your career flourishes here with competitive compensation, international clients, and a work culture focused on collaboration and innovation. We empower your success with opportunities for personal and professional development in an inclusive environment. Apply now and be part of the #EmaptaEra