Relationship Manager
4 days ago
Corporate Banking | Wealth Management
Location: Metro Manila
A leading financial institution in Metro Manila is hiring two Relationship Managers—one for Corporate Banking and one for Wealth Management.
Relationship Manager – Corporate Banking
Responsibilities:
- Manage a portfolio of corporate and commercial clients
- Serve as the main point of contact for client banking needs
- Conduct credit analysis and support loan and credit approvals
- Cross-sell relevant corporate banking products (loans, deposits, transaction banking)
- Work with internal teams to deliver client solutions
- Monitor portfolio performance and ensure regulatory compliance
- Support business development through referrals and market leads
- Achieve individual sales targets, with specific performance requirements to be discussed during the interview process
- Experience in corporate or commercial banking
- Strong background in credit analysis
- Experience handling mid-sized to large corporate accounts
- Good communication and stakeholder management skills
- Knowledge of banking regulations
- Minimum 3-5 years' experience in relationship management, with strong experience in either wealth management or corporate banking being sufficient
Relationship Manager – Wealth Management
Responsibilities:
- Manage relationships with high net worth individual clients
- Provide investment and wealth advisory services
- Promote and manage UITFs and other investment products
- Grow client portfolios through cross-selling and referrals
- Monitor and review client portfolios
- Ensure proper onboarding and compliance documentation
- Experience in wealth management or private banking
- Knowledge of UITFs and investment products
- Experience handling high net worth clients
- Strong client relationship and advisory skills
Why join:
- Reputable financial institution
- Supportive and collaborative work environment
- Opportunities for professional growth
- Flexible working arrangements
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