Relationship Manager

4 days ago


Manila, National Capital Region, Philippines Private Advertiser Full time
Relationship Manager

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
Requirements:
  • 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
Requirements:
  • 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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