537 Client Relationships jobs in the Philippines

Qualifications:

• Graduate of Business Administration, Finance, Economics, or any business-related field
• Proven track record of at least 5 years in sales, business development, or relationship management within the financial services industry
• Knowledgeable in financial products, lending principles, and credit risk assessment
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
• Proficient in analyzing market trends, identifying business opportunities, and developing strategies to achieve sales targets
• Detail-oriented with strong organizational and time management skills
• Proficient in MS applications
• Familiar with banking regulations and compliance standards
• Flexible to travel for client visits and business meetings as required

Role Overview:

The Relationship Manager is responsible for growing and developing the existing portfolio and generating new business to expand the company's client base while achieving assigned volume targets.

Specific Duties and Responsibilities:

• Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and similar initiatives.
• Monitor market movements, changes in clients' needs and strategies, and the development of the latest financial products.
• Conduct regular client and plant visits to establish and maintain good working relationships, obtaining first-hand information on account developments.
• Secure all pre-approval requirements necessary to evaluate borrower credit risk profiles.
• Package credit facilities suitable for clients' needs and prepare corresponding credit proposals.
• Ensure timely preparation and submission of marketing write-ups and other credit information for credit evaluation and approval processes.
• Prepare call reports for each client visit or significant account development.
• Conduct periodic reviews and initiate the classification of accounts, particularly those with deteriorating financial or credit standing.
• Ensure receipt of complete documentary requirements before releasing any proceeds to borrowers.
• Ensure all loan or lease availments comply with existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations.
• Complete the Client Assessment Form as part of the company's Money Laundering and Terrorist Financing Prevention Program and any other related documents required by government regulatory agencies.
• Ensure the absolute confidentiality of records and data gathered from clients.
• Maintain complete and updated documents in credit folders.
• Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and updated.
• Coordinate funding requirements and pricing information with the Treasury Division as necessary.
• Perform other assigned tasks as needed.

The Company

Versa Innovations Corp. is a leading Philippine developer and provider of two-way radio communication systems and solutions, specializing in cutting-edge technology for security, corporate, and public safety industries. The company pioneers innovative communication products like NetEdge - the first  Push-to-Talk (PoC) Radio as a Service (RaaS) in the Philippines - designed to future-proof teams' communication needs without heavy upfront investments. Driven by customer obsession and continuous innovation, Versa serves as a trusted partner to premier security agencies and businesses across the country, enabling seamless, scalable communication solutions that grow with their operations.

Main Purpose of the Job

To proactively acquire new B2B clients to generate and maximize new revenues, with the support of Marketing but as a single contributor.

Duties and Responsibilities

• Build and improve relationships with customers, key suppliers and partners.

• Review company practices to ensure clients get maximum satisfaction from their purchases.

• Notify the sales team of new sales and cross-selling opportunities.

• Educate and inform clients about the company's products, services and special offers.

• Attend to client complaints and resolve issues promptly.

• Conduct customer satisfaction surveys and recommend ways of improving client satisfaction.

• Work with internal departments to ensure the company meets clients' expectations.

• Use available digital tools and department procedures to work at speed and cost.

• Create and enforce plans that will help meet the needs of customers.

• Work quickly to address and resolve customer issues.

• Become familiar with the competition to stay ahead of them.

• Encourage high-sales and good customer service practices.

• Help promote and maintain a positive company image.

• Meet weekly, monthly, and quarterly targets as communicated regularly by Supervisor or Senior Management.

• Perform other duties that may be assigned from time to time.

Desired Qualifications

• Work Experience: One (1) year work experience in sales or any related position (for junior role). Three to five (3 to 5) year work experience in sales or any related position (for senior role).

• Level of Knowledge: Bachelor's degree in Business Administration, Marketing, Information Technology, or another related field.

Competencies:

• Core: Customer-centric mindset, proactive problem-solving, and strong communication and interpersonal skills to build and maintain relationships. Must understand customer relationship management (CRM). Is attentive to detail, organized, listens actively, seeks to understand, and possesses solution knowledge. Demonstrates empathy, tenacity (Grit), timely delivery, and integrity. Maintains a clear understanding of responsibilities, goals, and metrics, recognizing the impact of their work on peers' success.

• Functional: Strong communication and interpersonal skills and the ability to build and maintain relationships. Must understand customer relationship management (CRM). Strategic thinker.

This is a full-time, on-site role as a Relationship Manager at UnionBank of the Philippines - Bonifacio Global City Region (Taguig). The role involves acquiring new clients, nurturing and expanding existing relationships, and delivering exceptional customer service. The Relationship Manager will also work closely with cross-functional teams to effectively promote a wide range of banking products and services.

Job Purpose:

• Assist partners in generating new business to achieve defined SP targets in single pay AUM, fee income, and activation
• Build and deepen relationships with partners to drive business
• Help Identify clients' financial goals and expectations and assist partners in selecting appropriate investment opportunities
• Create and implement sales strategies / activities

Sales Management

• Meet annual goals / budgets in assigned area/desk (portfolio)
• Develop existing and new client relationships
• Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
• Maintain communications with bank partners & clients to assess their needs and risk profile, advise on appropriate investment mix
• Manage and monitor current portfolio to identify cross selling and upselling opportunities
• Ensure product documentation including training modules and client presentation is at all times correct and appropriate
• Maintain good level of knowledge of the Bank's systems and regulatory environment

Partnership Management

• Building and maintaining strong, long-lasting JV relationship with bank partners by attending morning huddles and conducting monthly meetings to drive agreed strategies and review current performance.
• Provide professional customer service to achieve high level of partner/customer satisfaction and retention by monitoring partner/customer feedback to ensure constant enhancement of service levels and efficiency
• To drive collaborated actions for MBTC and AXA that will yield to a win-win result for both parties.
• Ensure compliance with Bank's policies/procedures and regulatory requirements, in particular with regards to the KYC responsibilities and duties, as per relevant policies and procedures.

Minimum Qualifications:

• Graduate of Bachelor's Degree
• At least 5-7 years work experience with a proven track record in investment sales
• Preferably with experience in
  private wealth
  ,
  private banking
  , or
  investment portfolio management
  of high net-worth clients of financial institutions.
• Relevant banking experience
• Portfolio Management & Risk Management
• Licensed in SEC Fixed Income/SEC Equity/CIS/TCP is an advantage
• Knowledge of Microsoft Office Suite (i.e. power point/excel)
• An ability to understand and analyze sales performance metrics and current investment trends.
• Solid customer service attitude with excellent negotiation skills
• Strong communication and team management skills
• Analytical skills with a problem-solving attitude & strong influential skills
• Availability to travel as needed
• Interacts, Collaborates and works well with teams

Be in good hands with Metrobank

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. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach

Position Title: Relationship Manager - Corporate Banking

Job Summary:

A Relationship Manager will originate, develop, review and manage loan portfolio relationships. You will cross-sell appropriate bank products and services across target segments to help achieve the Bank's objectives in terms of growth, profitability and client satisfaction.

Role Exposure:

• Hone your experience in account management, business development, marketing and sales
• Engage clients from various industries and understand the Bank's role in the ins and outs of the clients' businesses
• Build your career under the mentorship of industry experts

Qualifications:

• Minimum 3 years of relevant experience in account management
• Bachelor's Degree in Business Management, Finance or any related field
• Strong background in credit evaluation and financial analysis preferred
• Experience in banking an advantage
• Excellent strategic thinking and negotiation skills
• Excellent communication (verbal, non-verbal, written and presentation) and active listening skills

Other Details:

Rank: Junior Officer

Unit: Institutional Banking Sector | Corporate Banking Group

Location: The Shops, BGC, Taguig City

Relationship Manager Description:

General Description

· Meet with applicants to obtain information for loan applications and to answer questions about the process.

· Review applicants' loan profile prepared by loan representative determine feasibility of granting loans.

· Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information.

· Review loan agreements to ensure that they are complete and accurate according to policy.

· Review payment schedules post-calculation by the loan representative.

· Assist Risk Manager to handle loan related customer complaints and take appropriate action to resolve them.

· Report to the Credit Committee for all loan cases, including new application ones and default ones.

· Analyze potential loan markets and develop referral networks in order to locate prospects for loans.

· Supervise loan representative for negotiating payment arrangements with customers who have delinquent loans.

· Supervise and managing and liquidation of delinquent properties under the approval of General Manager.

· Review the Branch loan related documents.

· Managing the credit limitation under the assistance of Risk Management Dept.

· Coordinate with Treasury Dept. for the liquidity and pricing purposes.

· Ensures the Branch procedures are up to date with regards to local regulation as well as H.O. requirements.

JOB DESCRIPTION

Join the Business Support Management group and be part of a dynamic team that drives efficiency and innovation in employee onboarding and solutions.

The Global Employee Onboarding and Solutions Team (GEOS) is a key function within Business Support Management (BSM). The Global Employee Onboarding and Solutions Team is responsible for managing processes and controls related to employee movement, technology and line of business application access . The team also addresses system access issues and provides support to Commercial and Investment Bank employees. GEOS collaborates closely with business managers, senior management, and various support groups, including Business Management, HR, Real Estate, Compliance, and Technology.

As a Relationship Manager within the Global Employee Onboarding and Solutions Team (GEOS), you will lead a group of specialists, overseeing daily production tasks, monitoring workloads, and ensuring effective allocation and rebalancing of resources.

Job Responsibilities:

• Supervise a team of GEOS specialists, overseeing day-to-day production activities, workload monitoring, allocation and rebalancing resources.
• Act as a production resource and subject matter expert in executing the onboarding/offboarding process to ensure an exceptional experience for new joiners and managers and partner with cross functional groups such as Operations, Recruiting and Technology
• Manage stakeholder relationships to ensure consistent service delivery, conduct business reviews and maintain outreach and regular communication with key stakeholders and internal business partners
• In partnership with GEOS leadership team, ensure that the support model is appropriately aligned to business priorities and all employee movements are actioned appropriately
• Partner closely with business managers and leaders to gather feedback and support employee movement needs
• Oversee process controls to identify and address compliance risks promptly, collaborating with teams to ensure adherence to procedures and proactively manage potential issues
• Ensure oversight for local control and reporting activities for assigned line of business and own all facets of training and performance management process
• Motivate individual and team performance by coaching and mentoring
• Drive team initiatives, line of business projects, and employee engagement activities, along with any other special assignments, and advocate for automation and efficiency in processes

Required qualifications, skills and capabilities:

• Possesses a strong client service mindset
• Exhibits effective interpersonal, communication, and influence skills across all organizational levels
• Demonstrates the ability to analyze and evaluate information or situations clearly, logically, and objectively
• Proactively manages competing priorities and ensures the completion of all tasks to closure
• Proactively engages in change management, seeking new ways to enhance processes
• Established experience in operational management
• Innovative, solution-focused individual with strong relationship management and proven leadership capabilities
• Confident to make independent decisions/judgment and work effectively with minimal supervision
• Confidence to present with a clear, concise written and verbal communication style across multiple audience
• Amenable to working onsite full time following US Core hours (Night Shift)

Preferred qualifications, capabilities and skills:

• Background in managing employee movements and system access support within a financial firm or with a background in global service delivery
  Experience in team management and promoting career development.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

About The Role
As a Relationship Manager, you will solicit and manage accounts within the target market of the Banking Centers Group. Ensures desired profitability is achieved vis-a-vis the risk profile of the accounts.

How you'll contribute

• Assesses loan portfolio using proper account management strategies in order to ensure satisfactory credit quality of assigned accounts.
• Maximizes earning potential and business growth from existing accounts through effective use of account planning, account profitability, and risk management tools to achieve the desired return on the handled loan portfolio.
• Cross-sells other bank products to existing accounts based on SBC's available product offerings in order to generate an additional source of fee income.
• Presents loan package of solicited and existing accounts for Credit Committee approval

What we're looking for

• Candidates should have at least 3 years of relevant experience
• Must have knowledge of basic credit processes, account management, and legal documentation; Knowledge of financial analysis and risk assessment
• Should have strong marketing and account solicitation skills and effective negotiation skills
• Must have good interpersonal skills, problem-solving skills, and a strong customer service orientation

About Security Bank
Security Bank is one of the Philippines' best capitalized private domestic universal banks. Established in 1951 and publicly listed with the Philippine Stock Exchange (PSE:SECB) in 1995, our major businesses cover retail, corporate, commercial, and business (MSME) banking. We're recognized as an Employer of Choice in Philippine banking by various award-giving bodies for our values-based culture, industry-leading engagement and benefits, and commitment to work-life balance.

Most recently, we ranked as the #2 best employer in the Philippines and #54 globally on the prestigious Forbes' World's Best Employers 2023 list.

At Security Bank, our approach to Human Capital Management (HCM) is embodied by our Employee Value Proposition (EVP): "YOU matter."

Start your BetterBanking career with us today.

Job Description

● Be the primary point of contact between the respective customers and Lirunex.

● Develop a deep understanding of partners' and traders' respective markets, competitive analysis and partner strategies for growth.

● Build a pipeline of new potential partners; Social.

● Forum / Channel participation.

● Ensure compliance and adherence of business, regulatory and brand guidelines.

● Manage existing customer relationships and co-ordinate issue resolution, and participate in related industry and partner events.

● Leading digital activities: content creation and customer engagement for customer acquisition, activation, and retention.

● Maintaining a positive, empathetic and professional attitude toward customers at all times.

Job Requirements

● 1 years and above of work experience in Forex industries in the discipline of sales and customer services focusing on client acquisition, business development and client retention.

● Experience in B2B or B2C Key Accounts / Business Development / Sales function/ Financial advisor.

● Stock/ Forex/ Fund Management/ Unit Trust/ CFDs products knowledge is big plus.

● Excellent communication skills both verbal and written in English and Malay.

● Track record of achieving and exceeding sales targets.

● Personal Key Trait to be Successful in the Position.

● Strong communication and interpersonal skills both in spoken and written in native language as well as English language.

● Dynamic with an ability to take initiative, solve problems and deliver results and ultimately able to ensure delivery of sales targets on a monthly and quarterly basis.

● Good communication and interpersonal skills and ability to bring humor to the team would be ideal.

● Excellent in prioritizing and multi-tasking in a demanding environment.

● Ambitious and always looking for opportunities to take on bigger responsibilities and learning opportunities