Investment Relationship Manager

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 &...

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...

Location: PhilippinesCompany Overview:Pacific Impact is a leading renewable energy developer, investor and operations company committed to sustainability and environmental stewardship. Our vision is to drive Southeast Asis's energy transition through innovation, scalable investment, and sustainable operations, where every partnership fuels progress, every...

The Investment Officer will be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. You will conduct comprehensive due diligence on Philippine SMEs aligned with ARQ's strategy, including financial, legal, and...

Makati City | Full-Time | Hybrid SetupWe're looking for aRelationship Managerto join a growing Corporate & Private Banking team — someone passionate about building trusted partnerships with clients, delivering tailored financial solutions, and driving portfolio growth.As a Relationship Manager, you'll manage and expand relationships withcorporate clients,...

Please visit for more information.Experience as a Relationship Manager in a Foreign or Local bank – for premier customer segment management-Knowledge of financial products is a must, insurance is preferred-Experience in Sales and Marketing is a must.-Graduate of any Business and Economics course preferably.-Communications experience is a plus. Engage...

Title: Relationship Manager - Commercial and Corporate BankingLocation: Quezon City, Metro Manila, PhilippinesCompany: Local BankPosition Type: Full-TimeHeadcount: 1Job briefThis is for a top-tier local bank with a strong institutional banking presence, offering a high-impact role that combines strategic relationship management, rigorous credit analysis,...

Company DescriptionAyala Land Estates is dedicated to developing thriving, sustainable communities that serve as platforms for diverse residential and commercial offerings. Our estates spurt new centers of growth across the country, providing essential infrastructure for both living and business operations.WE ARE LOOKING FOR APPLICANTS BASED IN METRO MANILA,...

Investment ManagerResponsible for delivering risk-controlled, policy-compliant returns on company's local and offshore portfolio. Primary objective will be to preserve capital while ensuring sufficient liquidity to meet business needs.Key Responsibilities:· Strategy & Execution: Maintain the company's Strategic Asset Allocation (SAA), propose Tactical Asset...

Job DescriptionDaily activities include client engagement to drive portfolio actionAddress investment related or transactional queries ( Casa / credit card)MGM/ referrals on new to bankCross sell opportunities to cards/ loans / other productsRegularly attend market outlook briefings - internal /externalPortfolio review to at least 1-2 clientsPerform...