Relationship Manager - Bank
About the Company
One 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, we are committed to delivering customer-focused strategies and long-term value for our corporate and institutional partners. Join our team and build a high-impact career alongside top financial professionals.
Job Summary
The Relationship Manager under the Institutional Banking Group is responsible for managing and growing high-value relationships with large corporate clients, conglomerates, and institutional entities. This role focuses on deal origination, portfolio strategy, structured debt, trade finance, and treasury cross-selling to drive group revenue and achieve ambitious business targets.
Key Responsibilities
- Institutional Business Origination: Proactively solicit, structure, and originate large-scale lending, trade, and cash management deals across assigned prospective and existing institutional accounts.
- Strategic Relationship & Portfolio Management: Act as the primary financial advisor for top-tier corporate clients, executing customized growth and profitability strategies for the assigned IBG portfolio.
- Financial Analysis & Solution Design: Present tailored institutional banking solutions, credit packages, and cross-sell treasury/investment products to key c-suite executives and decision-makers.
- Deal Structuring & Risk Management: Conduct deep credit assessments, analyze corporate financial statements, and collaborate with Risk and Legal teams to structure sound credit facilities.
- Compliance & Governance: Ensure strict adherence to internal credit guidelines, regulatory mandates, and anti-money laundering (AML) protocols.
Qualifications
- Education: Bachelor’s degree in Business Administration, Finance, Economics, Accountancy, or a related field.
- Experience: Minimum of four (4) years in client acquisition, corporate/institutional credit, investment banking, or account management within an institutional banking setup.
- Technical Knowledge: Solid background in financial analysis, credit evaluation, and corporate/institutional debt structuring.
Key Competencies & Skills
- High-level negotiation, presentation, and executive-communication skills.
- Deep understanding of institutional financial products
- Proven track record in target-driven environments and managing complex, multi-layered institutional stakeholder accounts.