65 Financial Institutions jobs in the Philippines

Role Overview

The Business Development Manager – Financial Institutions plays a key role in developing and managing strategic relationships with card schemes, acquirers, and third-party financial partners. This position oversees the full partnership lifecycle—from strategy and negotiation to execution and ongoing relationship management—within the Philippines and broader regional markets.

Key Responsibilities

• Develop and execute partnership strategies with financial institutions, card schemes, and acquirers to support business growth.
• Manage the end-to-end lifecycle of partnerships, including evaluation, negotiation, onboarding, and performance monitoring.
• Collaborate closely with cross-functional teams such as Legal, Compliance, Product, Engineering, Strategy, Finance, and Operations.
• Work with partners and internal stakeholders to launch new products, payment corridors, and customer solutions.
• Maintain strong executive relationships with financial institutions and payment network partners.
• Build thought leadership and represent the company at relevant industry and networking events.
• Support compliance and regulatory alignment across global and regional payment networks.

Qualifications and Experience

• At least 8 years of experience in financial institutions, card schemes, acquirers, or payment network management.
• Established relationships with card schemes and acquirers in the Philippines or broader Asia region are an advantage.
• Strong understanding of onboarding, compliance, and partnership processes within payment networks.
• Deep interest in financial technology, embedded finance, and global payment ecosystems.
• Excellent communication and relationship management skills across all organizational levels.
• Strategic mindset with the ability to identify opportunities and drive mutually beneficial partnerships.
• Strong negotiation skills and ability to manage multiple complex partnerships simultaneously.

Job Types: Full-time, Permanent

Pay: Php150, Php200,000.00 per month

Benefits:

• Health insurance
• Life insurance
• Opportunities for promotion
• Promotion to permanent employee

Work Location: In person

Job ID: 40266

Location: Makati City, PH

Area of interest: Financial Markets

Job type: Regular Employee

Work style: Office Working

Opening date: 22 Sept 2025

Job Summary :

Our Financial Institutions (FI) Bankers are responsible for the strategic coverage of large banks, broker dealers and non-bank financial institution clients. They use their deep industry expertise to develop and execute the client account plans, across the entire client lifecycle. We're looking for people with a client-first mindset to deliver appropriate products and services for our clients, and are confident working with diverse teams across markets, cultures and languages.

About our Banking and Coverage team

Our Banking and Coverage team owns and leads the management and development of our Client Relationships globally. They work across our global network with product partners to deliver working capital, financing, trade, cash, and market solutions for our clients. The solutions include varied products and services, from sustainable trade finance to credit derivatives, to mergers and acquisitions advisory.

About Corporate & Investment Banking (CIB)

For more than 170 years we've support clients with their transaction banking, financial markets, corporate finance and borrowing needs and provide solutions to nearly 20,000 clients in the world's fastest-growing economies and most active trade corridors.

Key Responsibilities

Work closely with Relationship Managers and Product Managers to provide comprehensive coverage, product and deal execution, for mergers and acquisitions, private equity placement, and acquisition financing.

• Develop and execute strategic initiatives to support business growth.
• Develop and implement client strategies for banks, broker dealers and non-bank financial institution clients.
• Competitor pricing reviews and benchmarking.
• Originate new client opportunities, providing tailored, structured client solutions.
• Partner with the Sales, Products, Structuring and Implementation teams to develop and deliver products.
• Operate rigorous account planning and management, with call reports and deal pipelines.
• Continually develop industry and product knowledge, sustainable finance, emerging technologies, implications of the changing economic landscape for clients, and opportunities for business growth.
• Consult with Risk, Legal & Compliance teams to maintain credit worthy portfolios, complying with regulatory requirements and Group bank policies.

Skills and Experience

• Is a trusted advisor, providing outstanding account management support, developing and nurturing long term relationships.
• Provides superior client experience, understanding client behaviours and preferences to shape client strategies.
• Analysis of financial reports and statements to evaluate performance and investment suitability.
• Financial Markets and Transaction Banking industry knowledge including formulating perspectives for key client industries including trends, directions, major issues, regulatory considerations, and trendsetters.
• Risk management.
• Financial services regulatory experience.

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Job Summary
Our Financial Institutions (FI) Bankers are responsible for the strategic coverage of large banks, broker dealers and non-bank financial institution clients. They use their deep industry expertise to develop and execute the client account plans, across the entire client lifecycle. We're looking for people with a client-first mindset to deliver appropriate products and services for our clients, and are confident working with diverse teams across markets, cultures and languages.

About Our Banking And Coverage Team
Our Banking and Coverage team owns and leads the management and development of our Client Relationships globally. They work across our global network with product partners to deliver working capital, financing, trade, cash, and market solutions for our clients. The solutions include varied products and services, from sustainable trade finance to credit derivatives, to mergers and acquisitions advisory.

About Corporate & Investment Banking (CIB)
For more than 170 years we've support clients with their transaction banking, financial markets, corporate finance and borrowing needs and provide solutions to nearly 20,000 clients in the world's fastest-growing economies and most active trade corridors.

Key Responsibilities
Work closely with Relationship Managers and Product Managers to provide comprehensive coverage, product and deal execution, for mergers and acquisitions, private equity placement, and acquisition financing.

• Develop and execute strategic initiatives to support business growth.
• Develop and implement client strategies for banks, broker dealers and non-bank financial institution clients.
• Competitor pricing reviews and benchmarking.
• Originate new client opportunities, providing tailored, structured client solutions.
• Partner with the Sales, Products, Structuring and Implementation teams to develop and deliver products.
• Operate rigorous account planning and management, with call reports and deal pipelines.
• Continually develop industry and product knowledge, sustainable finance, emerging technologies, implications of the changing economic landscape for clients, and opportunities for business growth.
• Consult with Risk, Legal & Compliance teams to maintain credit worthy portfolios, complying with regulatory requirements and Group bank policies.

Skills And Experience

• Is a trusted advisor, providing outstanding account management support, developing and nurturing long term relationships.
• Provides superior client experience, understanding client behaviours and preferences to shape client strategies.
• Analysis of financial reports and statements to evaluate performance and investment suitability.
• Financial Markets and Transaction Banking industry knowledge including formulating perspectives for key client industries including trends, directions, major issues, regulatory considerations, and trendsetters.
• Risk management.
• Financial services regulatory experience.

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer
In line with our Fair Pay Charter,
we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

The Corporate Banking Senior Relationship Manager for Financial Institutions (FIs) is responsible for managing and deepening relationships with the bank's top FI clients including domestic and international banks, insurance companies, asset managers, and other non-bank financial entities. They are tasked to: (a) cultivate trust and partnership and be designated as one of the top bankers of their most important clients; (b) grow the profitability of its portfolio of accounts by providing timely and appropriate financial solutions to these clients; and (c) ensure positive customer experience with the bank, all within the bank's policies and guidelines. In carrying out its objective, the Senior Relationship Managers collaborate closely with the heads of products groups, channels, operations, legal and compliance units in the bank.

Responsibilities:

Top Corporate Account Management

• Serves the banking needs of BPI's top Financial Institution (FI) clients including domestic and international banks, insurance companies, asset managers, and other non-bank financial entities
• Manages affiliate accounts and ensures strict adherence to regulatory and internal policies
• Undertakes steps to know the customer and adheres to KYC guidelines and requirements for Enhanced Due Diligence, Anti-Money Laundering Act and Audit
• Adheres to account maintenance procedures and ensures customer information is updated at all times.
• Conduct a DOSRI analysis and Related Party Account vetting in line with the Bank's policies and procedures for affiliate accounts
• Initiates sales calls, client engagements, and visits, independent of its Team Head and ensure that all their clients are properly covered

Revenue and Income Growth

• Ensures attainment of their income and volume targets through implementation of business development strategies and initiatives that enhance the breadth and depth of product portfolio in response to top corporate clients' needs.
• Grows the revenue, volume and profitability of their portfolio of accounts by providing timely and appropriate financial solutions to these clients, all within the bank's policies and guidelines. The Senior RMs craft account strategies pursuant to an account plan and ensures effective implementation of the relationship management strategy and strives to the be the preferred business partner of its top corporate clients, to achieve and sustain competitive positioning in the market, resulting in optimization of customer satisfaction, retention and wallet share.
• Possesses in-depth understanding of its clients banking needs, market trends and developments, to provide innovative financial advise and customized solutions that would address their clients needs resulting in increased market share, product counts, cross selling and product penetration
• Works closely with their product partners to identify product gaps, leads and opportunities
• Assists in the sales process to ensure that product opportunities lead to closed sales which includes scheduling client calls, following up with product partners and clients, and resolving issues as may be necessary

Customer Care

• The Senior RMs ensure positive customer experience with the bank by constantly soliciting customer feedback, competitive scan and market intelligence and working closely with products the heads of products groups, channels, operations, legal and compliance units in the bank toward the furtherance of this objective.
• Works with respective Service Officers and Service Staff to ensure that all their customers' day-to-day transactions are fulfilled accurately and on time
• Ensures that all product and channel issues of the clients are resolved quickly and initiates, with the help of their Team Head, changes in policies and procedures to ensure issues are not repeated

Loan Negotiation, Documentation and Administration

• Works with their Credit Partners to ensure on-time renewal and set-up of credit lines. The Senior RMs provide the Credit Partners with the necessary information from client to renew and set-up lines, including scheduling of credit interviews
• Assists the Credit Partners in presenting the account to the Bank's credit approving bodies
• Collaborates with their Credit Partners, Corporate Finance Partners and other internal stakeholders, structures loan packages and prepares loan proposals and term sheets for clients and ensures client acceptance of such
• Negotiates loan terms and documentation in coordination with our Legal partners and ensures its timely execution
• Works with its service team and coordinates with the client to ensure immediate implementation of the line. The Senior RMs also ensures that the service team efficiently administers the loan (including timely submission of condition precedent documents, release of statement of accounts, re-pricing notices, accurate and timely collection of all amounts due under the loan document)

Monitoring Loan Portfolio Credit Quality

• Monitors the credit quality of its loan portfolio
• Proposes and implements steps and measures to ensure acceptable credit quality
• Works with their Credit Partners in monitoring adherence of Borrowers to their loan covenants
• Strategizes and pursues options for recovery should a loan deteriorate in credit quality or becomes past due

Qualifications:

• College graduate preferably with a degree in business-related discipline such as Banking, Accounting or Finance
• Minimum of 8 years' experience as a Relationship Manager handling Financial Institutions
• At least 10 years of cumulative experience in Corporate Banking, Business Banking, Product Sales, Marketing, Credit, or other related financial disciplines
• Good knowledge in markets, credit and lending, operations, credit policies, risk management and corporate finance and other commercial banking products and services to enable cross-selling
• Knowledge of Philippines regulatory standards and compliance guidelines is also required
• Comfortable dealing with top executives and foreigners and navigating around complex and competitive environment; excellent interpersonal, communication and listening skills; strong ability to analyze and research information; driven and motivated; professional and ethical, excellent marketing skills and client empathy

Job description:

Responsibilities:

• Applies accounting rules and procedures to ensure local compliance with documented procedures and accounting standards in posting accounts payable (vendors and staff claims).
• Keen to details in performing the 2-way and 3-way matching of vendor invoices
• Ensures Month-end deadlines are consistently met the deadline and with accuracy
• Processing transactions and performing accounting duties such as account maintenance, recording entries and reconciling vendor/ employee accounts
• Assist the Team Lead on ad hoc requests during internal and external audit.

Qualifications:

• Minimum of 2-year work experience in Accounts Payable processing preferably in BPO/ Shared Service setting using SAP
• Graduate of Bachelor of Science in Accountancy
• Proficient in MS Office
• With excellent verbal and written communication skills
• Willing to work on Philippine holidays

Financial Services Representative

Location: Cebu City

Work Setup: Onsite | Shifting Schedule

Shape Your Career in Customer Experience

Join a team where your skills make a real impact. As a Financial Services Representative, you will be the trusted voice that guides customers through their financial concerns—providing accurate solutions, professional support, and a seamless service experience. This is more than just a job; it's an opportunity to build a fulfilling career in a fast-paced and rewarding industry.

Qualifications:

• College graduate, or at least 2 years in college (with valid proof)
• Minimum of 1 year BPO experience in a Financial Account, OR 2 years international BPO experience (Voice)
• Excellent communication skills in English, both verbal and written

What's in it for you:

• Competitive salary package ranging from ₱20,000 – ₱26,000
• 10% Night Differential pay
• HMO coverage
• Fixed weekends off to maintain work-life balance
• Additional perks and continuous career growth opportunities

We Are Hiring: Specialist, Financial Services

An exciting opportunity is open for a
Specialist, Financial Services
based in
Manila, Philippines
. This role will play a key part in supporting the
operations and customer support
of a new
Cash Loan product
scheduled for launch in
Q4 2025
.

About the Role

The Specialist, Financial Services will:

• Operations Management
  : Oversee and manage end-to-end workflows for the Cash Loan product, ensuring efficiency, compliance, and accuracy in loan processing and disbursement.
• Customer Support
  : Act as the primary point of contact for customer inquiries, complaints, and feedback, ensuring timely resolutions and positive experiences.
• Stakeholder Collaboration
  : Work closely with cross-functional teams such as Product, Tech, Risk, Compliance, and Customer Experience to streamline processes, support training initiatives, and provide insights for product improvements.
• Continuous Improvement
  : Identify opportunities for process optimization and automation, while staying updated on market trends and customer preferences to ensure competitiveness.

Qualifications

• 2–3 years of experience in Operations, Customer Support, or related roles (preferably in financial services or technology)
• Experience in handling loan or credit products is an advantage
• Strong analytical, problem-solving, and communication skills
• Proficiency in CRM tools, Microsoft Office Suite, and operational systems
• Bachelor's degree in Business, Finance, or related field
• Familiarity with Philippine financial regulations and compliance standards
• Ability to work independently and collaboratively in a fast-paced environment

Location:
Manila, Philippines
Employment Type:
Backfill/Repurpose

This role offers the chance to contribute to the
successful launch of an innovative financial product
while gaining valuable experience in operations, customer support, and stakeholder management.

If you are detail-oriented, adaptable, and committed to delivering high-quality work, we encourage you to apply.

You can also send your CV to

We Put the World on Vacation

Travel + Leisure Co. is the world's leading vacation ownership and travel membership company, with a dynamic and growing portfolio of resort, travel club, and lifestyle travel brands. Our dedicated associates help the company achieve its mission to put the world on vacation. Innovation and growth keep our work interesting and fun. Every day is a chance to learn something new and turn vacation inspiration into exceptional experiences for millions of travelers worldwide.

KEY RESPONSIBILITIES What does this position aim to do?

• Effectively handle a substantial influx of incoming calls pertaining to loan and dues accounts within the portfolio.
• Initiate outbound calls to collect payments or arrange payment plans for delinquent accounts pertaining to dues and loans.
• Accurately evaluate, identify, and promptly address inquiries from owners in a timely and efficient manner to proactively prevent any potential issues, while simultaneously fostering relationships through interactive communication to achieve utmost owner satisfaction. Thoroughly assess customer accounts using the appropriate tools and methodologies to determine the most suitable and necessary course of action. Offer suitable solutions and alternatives within the designated timeframe. Conduct follow-ups to ensure successful resolution, submit any required adjustments, and ensure meticulous documentation of the transaction is duly recorded.
• Collaborate with other departments to ensure owners receive timely and effective service to their account. (25% time)
• Performs other duties as needed

MINIMUM POSITION QUALIFICATIONS What should the position holder be and have?

• High school diploma or G.E.D. equivalent
• Complete product training in two or more of the products/functional areas (SVC, WVR, WbW)
• Demonstrate proficiency in one or more of the products/functional areas listed above (SVC, WVR, WbW)
• Excellent problem-solving, and decision-making abilities
• Detail-Oriented
• Ability to work in a continually changing environment
• Excellent communication skills
• Strong interpersonal skills
• Ability to interact with multiple levels of the organization
• Strong work ethic with high level of integrity and ethics.
• Collaborative and relational work style with proven success in a team environment
• Ability to work within a structured schedule and a variety of shifts, which may include Holidays, evenings, mornings, and/or weekends as pre-determined by business need.
• Ability to use basic math skills including addition, subtraction, multiplication, and division, along with intermediate data entry/typing skills in an office or service center environment
• Ability to use active listening skills to better understand the owner's needs; ability to empathize with others' needs and respond sensitively; ability to use good judgment to respond to objectives successfully
• In some limited instances, proficiency in Japanese, Portuguese, Spanish or other language is preferred
• Working knowledge of Microsoft Word and Excel
• Good math aptitude and strong ability to type
• Two years customer service experience
• Financial background is preferred

Where Memories Start with You

Hospitality is at the heart of all we do at Travel + Leisure Co. Here, you'll find an inclusive environment where we deliver excellence and take time to have fun, celebrate together, and support one another. We're always looking ahead to what's next and how we can strengthen our business, its neighboring communities, and the customer experience. Join our global team and build a career where memories start with you.

We are an equal opportunity employer, and all applications will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to , including the title and location of the position for which you are applying.

Overview

The Financial Services Representative provides support in processing and managing client financial transactions, with a focus on ensuring accuracy, compliance, and timely resolution of client requests. The role is responsible for coordinating account updates, monitoring financial documents, and addressing service inquiries to maintain a seamless client experience.

Responsibilities

• Obtain and verify required client documentation and authorizations to process account updates and service requests.
• Coordinate with internal teams to ensure timely onboarding of new client accounts and update records accordingly.
• Submit requests to financial institutions or service providers for changes or updates related to client accounts.
• Follow up on outstanding account-related issues to ensure prompt resolution and timely delivery of client statements or transactions.
• Monitor service alerts and notifications within the operational system to identify and resolve potential issues.
• Respond to inquiries from clients and internal departments within established service level standards.
• Maintain accurate reporting and status tracking for client account updates and service requests.
• Perform data entry and verification of client financial information in the department's system.
• Provide support for special projects and other duties as assigned.

Qualifications

• High school diploma or equivalent required; bachelor's degree in business, finance, or related field preferred.
• Proficiency in MS Word and Excel, with experience in spreadsheets and database applications.
• Strong attention to detail and accuracy in processing financial information.
• General office skills, including document management, data processing, and client communications.
• Strong written and verbal communication skills.
• Proven ability to prioritize, follow up, and stay organized in a fast-paced environment.
• Ability to quickly learn new processes, systems, and tools.
• Willingness to work overtime as needed to meet client or business deadlines.

Job Type: Temporary

Contract length: 3 months

Pay: Php28,000.00 per month

Benefits:

• Opportunities for promotion
• Promotion to permanent employee

Work Location: In person