relationship manager assistant

China Merchants Bank Co., Ltd is seeking a Wealth Management Support Professional to coordinate with Product Development, Operations and other functions, and to assist the Relationship Manager with investment trades and client records.The role will enforce KYC/AML procedures, manage dealing infrastructure and documentation, and deliver superior customer...

Company Description SeedRock is a Singapore-based wealth management firm focused on growing, managing, and preserving the generational wealth of ultra-high-net-worth individuals and their families. Founded in 2018, SeedRock combines deep financial expertise and a forward-looking mindset to deliver holistic, client-centric wealth solutions. As a...

Job Description Prepare management reporting, growth plans, and financial projections of the loan portfolio. Perform data analytics to facilitate continuous controls monitoring. Control the quality of correspondent data input for the core banking system to ensure the report correctness as well as to fulfill MAS/Head Office requirement. Assist in MAS and...

Job Description： Assist the FI Team in conducting in-depth KYC onboarding for banks and non-bank financial institutions (NBFIs).Provide KYC support for annual reviews, transaction monitoring, and compliance-related queries for existing FI/NBFI clients.Analyze adverse news screening results to assess FI/NBFI clients’ money laundering risks.Perform credit...

Responsibilities Coordinate with Product Development teams, Operations and other functional counterparts on daily basis. Conduct all required Know Your Customer (KYC), AML process, procedures and documentation. Assist Relationship Manager in providing the periodic investment market updates, placement and execution of the OTC and listed investment trades...

Job de ion: Key Responsibilities Manage and maintain strong relationships with high-net-worth individuals, corporate clients, or institutional clients , depending on the assigned portfolio. Develop new business opportunities through client acquisition, referrals, networking, and market development . Understand clients financial objectives, business...

Job Description Corporate Banking Relationship Agent Manage relationships with corporate banking clients Handle customer inquiries, resolve issues, and provide product information Work 100% Onsite in McKinley Fixed nightshift schedule Requirements Excellent conversational communication skills 1‑2 years’ experience preferred, but open to no...

Relationship Manager Company: Bdo Llp Job Type: Full Time Cebu City, Philippines Job Description - Relationship Manager About BDO BDO Unibank, Inc. is the Philippines’ leading full‑service bank , offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable,...

BOF, Inc. is one of the country’s leading rural banks, dedicated to empowering and supporting the growth of Micro, Small, and Medium Enterprises (MSMEs) in Central Luzon. Established in 1964, the bank has played a key role in driving countryside development and economic progress in Pampanga. BOF, Inc. differentiates itself through a strong grassroots...

The Relationship Manager drives client satisfaction and retention by managing day-to-day deliverables and resolving account issues. Serving as the main point of contact for key stakeholders, this role builds strong, long-term partnerships to support business growth. Duties and Responsibilities Developing long-term relationships with a portfolio of clients...

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career....

At Globe, our goal is to create a wonderful world for our people, business, and nation. By uniting people of passion who believe they can make a difference, we are confident that we can achieve this goal. Job Description Primarily tasked with providing excellent customer service for VIP clients, contributing to business growth by promoting Platinum plans...

Ninja Van is a tech-enabled logistics company on a mission to provide hassle-free delivery services for businesses of all sizes across Southeast Asia. Launched in 2014, we started operations in Singapore and have become the region's largest and fastest growing last-mile logistics company, partnering with over 35,000 merchants and delivering more than 1,000...

BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader. BDO’s Trust and Investments Group understands...

The position is responsible for over-all sales performance, acquisition of new business, retention of quality business and relationship management through the direct sales channel. Qualifications College graduate preferably business related Supervisory level - sales related field work preferably in financial services but not required Basic knowledge in...

Job Description: About BDO BDO Unibank, Inc. is the Philippines’ leading full‑service bank, offering a wide range of financial and digital banking services. Guided by our brand promise “We Find Ways,” we are committed to delivering easy, reliable, and customer‑focused services. Build your career with a trusted industry leader. Job Summary The IBG...

Corporate Banking Relationship Agent Responsibilities Manage relationships with corporate banking clients Handle customer inquiries, resolve issues, and provide product information Work 100% Onsite in McKinley Fixed nightshift schedule Requirements Excellent conversational communication skills, 1-2 years' experience preferred but open for no BPO...

Industry: Banking & Financial ServicesEmployment Type: Full-time, PermanentLocation: National Capital Region. PhilippinesAbout the CompanyOne of the Philippines’ leading full-service universal banks, providing complex financial solutions, corporate lending, and strategic advisory services to top-tier institutions. Recognized as a trusted industry pioneer,...

The Commercial Banking Relationship Manager is responsible in managing the needs of the large and middle market corporate clients. They are assigned to: (a) cultivate trust and partnership and be designated as one of the top bankers of their existing and potential corporate clients; (b) grow the profitability of its portfolio of accounts by providing timely...

The Relationship Manager is responsible for expanding the bank’s corporate client base by acquiring new relationships, growing existing ones, and promoting cross-segment collaboration. This role blends client acquisition, strategic relationship development, and seamless service delivery to drive the bank’s business goals. Responsibilities • Calls and...