Relationship Manager

COMMERCIAL RELATIONSHIP MANAGER

A leading financial institution is seeking a Commercial Relationship Manager to join their team in Makati. This is an exceptional opportunity for you to leverage your expertise in banking and relationship management, working with a diverse portfolio of clients across various segments. The role offers the chance to build meaningful, long-term relationships while delivering bespoke banking, lending, and investment solutions tailored to each client’s unique needs. You will thrive in a supportive environment that values collaboration, professional growth, and a commitment to outstanding client service. With access to comprehensive training opportunities and a culture that encourages knowledge sharing, this position is ideal for someone who enjoys connecting with people and making a tangible impact on their financial success. Flexible working opportunities are available, ensuring you can balance your career ambitions with your personal commitments.

* Work closely with a broad range of clients, providing expert advice and tailored financial solutions that support their business and personal goals.
* Enjoy flexible working opportunities and ongoing professional development within a collaborative and inclusive team environment.
* Be part of an organisation that values responsible banking practices, regulatory compliance, and the highest standards of client care.

What you'll do:

As a Commercial Relationship Manager based in Makati, you will play a pivotal role in supporting clients’ financial journeys by offering thoughtful guidance across banking transactions, credit facilities, investments, and treasury products. Your day-to-day responsibilities will involve engaging directly with clients to assess their evolving needs while collaborating closely with internal teams to deliver seamless service experiences. Success in this role requires you to be proactive in identifying opportunities for portfolio growth—whether through cross-selling relevant products or developing new relationships—and maintaining meticulous oversight of account activity. By consistently providing timely advice on market developments and ensuring compliance with all regulatory standards, you will help foster enduring partnerships built on trust and mutual benefit.

* Manage and nurture a defined portfolio of banking clients by building strong, trust-based relationships through regular engagement and attentive service.
* Conduct thorough client meetings to understand financial positions, liquidity requirements, and investment objectives, ensuring all solutions are aligned with individual client needs.
* Act as the primary point of contact for all banking requirements, addressing service-related concerns promptly and professionally to maintain high levels of satisfaction.
* Facilitate day-to-day banking transactions such as deposits, remittances, foreign exchange operations, trade services, and cash management solutions with accuracy and efficiency.
* Collaborate with internal teams including operations, credit, treasury, and support functions to ensure seamless execution of client requests and optimal service delivery.
* Monitor account activity diligently by tracking credit utilisation, portfolio performance, and identifying any areas requiring attention or improvement.
* Ensure strict adherence to internal policies, regulatory requirements, and KYC standards at all times to uphold the integrity of the bank’s operations.
* Identify financing needs for clients by evaluating working capital facilities, term loans, trade lines or structured solutions that best fit their circumstances.
* Prepare comprehensive credit proposals supported by detailed financial statement analysis to facilitate informed lending decisions.
* Drive business development efforts by generating new-to-bank relationships through networking activities, referrals from existing clients, and active participation in industry events.

What you bring:

To excel as a Commercial Relationship Manager in this esteemed institution, you will bring not only technical proficiency but also genuine empathy for client needs. Your background should include substantial experience handling diverse portfolios within the banking industry—demonstrating both depth of product knowledge and sensitivity towards regulatory frameworks. You will be adept at interpreting financial data for credit assessments while remaining responsive to changing market conditions. Your interpersonal strengths will shine through in every interaction; whether facilitating transactions or resolving concerns swiftly. A collaborative mindset is essential as you coordinate with various departments internally—ensuring that every client receives comprehensive support throughout their journey. Ultimately your dedication to responsible banking practices combined with an enthusiasm for continuous learning will set you apart in this rewarding role.

* Bachelor’s degree in Business Administration, Finance, Economics or a related discipline is required for this position as it provides the foundational knowledge necessary for effective relationship management.
* A minimum of 3 to 10 years’ experience in relationship management within the banking sector demonstrates your ability to handle complex portfolios and deliver results.
* Proven track record managing deposits, lending products such as working capital facilities or term loans, as well as investment offerings shows your versatility across multiple product lines.
* Solid understanding of financial statements coupled with strong credit analysis skills enables you to prepare robust credit proposals and make sound recommendations.
* Demonstrated success in growing portfolios through revenue generation activities highlights your commercial acumen and commitment to achieving targets.
* Excellent communication skills allow you to explain complex financial concepts clearly while negotiating effectively on behalf of clients.
* Strong interpersonal abilities foster trust-based relationships with both clients and colleagues alike—essential for collaborative problem-solving.
* Meticulous attention to detail ensures accurate monitoring of account activity while upholding compliance standards at every stage of the process.
* Ability to work collaboratively with cross-functional teams such as operations or treasury enhances overall service delivery for clients.
* Up-to-date knowledge of market trends allows you to provide timely advisory on investment or treasury products tailored to each client’s risk appetite.

What sets this company apart:

This organisation stands out as one of the most respected names in Philippine banking—renowned for its unwavering commitment to ethical practices and customer-centric values. Employees benefit from an inclusive workplace culture where teamwork is celebrated and professional development is actively encouraged through structured training programmes. The company places great emphasis on flexibility; offering arrangements that help employees achieve work-life harmony without compromising career progression. With robust systems supporting compliance and risk management alongside cutting-edge digital platforms for client servicing—you’ll find yourself empowered by both tradition and innovation. Above all else this institution takes pride in fostering long-lasting relationships—not just with customers but among colleagues too—making it an ideal environment for those who value connection collaboration loyalty and shared success.

What's next:

If you are ready to take your career in relationship management to new heights within a supportive team environment we encourage you to explore this exciting opportunity today!

Apply today by clicking on the link provided—your next rewarding career move awaits!

Due to the high volume of applications we are experiencing, our team will only be in touch with you if your application is shortlisted.