RELATIONSHIP MANAGER
Full-time
Bank of the Philippine Islands (BPI)
Relationship Manager The Private Wealth Relationship Manager is responsible for managing and growing high-net-worth client relationships while ensuring compliance with account agreements, investment guidelines, regulatory requirements, and internal policies. The role serves as the primary point of contact for clients, providing investment advice, executing client instructions, addressing inquiries, and delivering an exceptional private wealth banking experience. The incumbent collaborates closely with internal stakeholders to ensure timely and accurate execution of client requests and investment transactions. Key Responsibilities
- Manage Private Wealth client accounts, ensuring compliance with investment guidelines, account agreements, regulatory requirements, and internal policies.
- Build and maintain strong relationships with high-net-worth clients through regular engagement, portfolio reviews, and exceptional service delivery.
- Provide tailored investment advice and market insights to support clients in achieving their financial objectives.
- Coordinate and execute client transactions and requests, including account administration, fund transfers, withdrawals, and trade processing.
- Resolve client inquiries, maintain accurate documentation, mitigate compliance and operational risks, and participate in ongoing professional development.
- Bachelor’s Degree in Business, Finance, Economics, or a related field.
- Preferably with a Master’s Degree or advanced business studies.
- Preferably with experience in the banking industry.
- Knowledge of trust services, investments, securities, and financial markets.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the RELATIONSHIP MANAGER in Manila vacancy
- The Relationship Manager is responsible in managing the needs of the large and middle market corporate clients including but not limited to local conglomerates and multinational corporations. They are assigned to: (a) cultivate trust and partnership and be designated as...
- The Commercial Banking Relationship Manager is responsible for managing the needs of large and middle‑market corporate clients. The role focuses on cultivating trust and partnership, positioning the RM as a key banker for both existing and potential clients. By delivering...
- This position is responsible in managing the needs of the large and middle market corporate clients including but not limited to local... .... Core Responsibilities Portfolio Management – Relationship Manager is responsible in managing a portfolio of corporate clients...
- The Private Wealth Relationship Manager is primarily accountable for managing the Private Wealth accounts/clients and growing the volume and revenue of his/her clients. Responsibilities Ensures adherence to the account’s agreement, investment guidelines, special...
- The Virtual Relat ionship Manager (Virtual Stores) will be assigned a portfolio of high-net worth clients (Preferred clients) of the... ...attend to the client’s service requests to maintain strong relationships. As a Virtual Relationship Manager, they will champion excellent...
- ...Location : Binondo Corporate Level: Junior Officer to Senior Manager Work Arrangement : On-site Our Corporate Banking... ...professionals to join us in Binondo in the role of Relationship Manager . In this role, you will acquire and manage new...
- The Portfolio Relationship Manager is responsible for managing and growing institutional client relationships by providing investment solutions, ensuring account servicing, and driving business development. The role focuses on account management, prospecting new clients...
- ...transform them into something better. To be part of Team Maya is to be Bolder for Better. Description Core Profile: As Relationship Management Specialist for bank products, you will support the development and maintenance of strong relationships with merchants,...
- ...Your Impact: Key Responsibilities Build and maintain strong relationships with key client stakeholders Identify and qualify upsell... ...and close expansion deals. Work closely with Relationship Managers to design and implement strategic account approaches that strengthen...
- The Branch Relationship Manager is responsible for managing and expanding a high-value portfolio of Preferred Banking clients. You will serve as a trusted financial advisor, helping clients safeguard and grow their wealth while driving profit, market share, and business...
- The Corporate Banking Senior Relationship Manager serves the needs of the bank’s top corporate clients, i.e., conglomerates, multinational corporations and large corporate accounts. They are tasked to: (a) cultivate trust and partnership and be designated as one of the...
- ...compensation and employee relations. We’re currently looking for a high caliber professional to join our team as Execution & Relationship Management (ERM) - Leadership Development, Intermediate based in Manila, Philippines. Being part of our team means that we’ll provide...
- ...Responsible for establishing and maintaining good working relationships with top Mandarin-speaking clients and representatives Oversee... ...Provided in-depth insight on assigned clients to project managers and team leads to execute strategies aligned with the project...
- ...Summary: We’re looking for a curious and driven Integrated Media Manager to shape media strategies, optimise omnichannel campaigns, and... ...media planning, measurement, and digital projects. Manage relationships (internal and external partners - especially with e-commerce...
- ...revenue generations, efficient operational performance, and reliable financial management. At Spaulding Ridge, we believe all business is personal. Core to our values is our relationships with our clients, our business partners, our team, and the global community. Our...
- ...VAS Operations Teams, the Country Air, Ocean & VAS Operations Manager and the Country/ Regional Finance Business Controller. The main... ...skills demonstrating the ability to influence and develop relationships at the highest level in customer organizations Ability to develop...
- ...Position Summary The After Sales/Collections Manager role plays a key role in supervising After-Sales Specialists that they may properly... ...properties or services Builds and establishes good work relationship with clients to facilitate increased patronage and revenue...
- ...Overview: As a Commercial Manage r, you will be responsible for owning and driving the profit and loss of the Marketing Solutions... ...upon complex data sets Demonstrated ability to lead teams, manage cross-functional relationships, and influence senior leadership...
- ...Lasts. Shape Tomorrow With Innovative Solutions As an Account Manager, you’ll be out and about visiting our customers, wherever they... ...name. Far from traditional cold calling, it’s about nurturing relationships with warm and responsive customers, and helping them find the...
- ...excellence, and distinction in Manila. The Role The Sales Manager – Corporate is responsible for developing and managing... ...national, and multinational corporate clients, building strong relationships prior to and following hotel opening. The position is execution...
- ...future of work—together What is the role The Coordination Manager is responsible for overseeing work order execution, improving... ...or mentoring experience. Strong stakeholder management and relationship-building skills. Demonstrated success driving operational...
2000 $
...Position : Customer Services / Scheduling Manager Salary: up to around $2000 NZD per month Working Hours & Condition : To follow... ...service. RESPONSIBILITIES: Customer Service & Relationship Management Handle incoming customer calls and service enquiries...- ...implement strategic plans to drive growth and profitability. Manage and mentor department heads to cultivate a productive work... ...make data-driven decisions for improvement. Maintain strong relationships with stakeholders and clients to enhance customer satisfaction...
- ...Let’s start with the role: As our new Affiliate Manager , responsible for Betano's highly successful international launch... ...bonus incentive schemes for affiliates; Build and maintain relationships with affiliates; Provide training and support in regards to...
- ...We're Hiring: Implementation Manager – Wireless / Telecommunications We are seeking a proactive, organized, and results-driven... ...other project teams to ensure seamless implementation. Client Relationship Management: Maintain effective client communication, manage...
- ...group. About the role We are looking for a CRM & Loyalty Manager to own how we talk to and reward our customers. Reporting... ...iterate based on results Manage the loyalty platform vendor relationship and lead evaluations of new capabilities 4. Customer Insights...
- ...continuous growth. Fuel the Future With Us The Treasury Manager is responsible for the overall supervision of the Company's Cash... ...and forex losses are minimized. The role leads the Bank Relationship function, drives Cash Management Solutions and systems projects...
- ...within assigned budgets and sales targets;· Building networks and relationships with third parties and other intermediaries and potential... ...also interested in candidates who have managerial skills to· Manage a regional sales team, including sales pipelines· Grow the sales...
- ...Bacolod, Boracay, and Siargao, with continued expansion through managed properties such as Amarah Hotel, The Isabelle, CEO Flats, and... ...opportunities, nurturing key accounts, and maintaining strong relationships with corporate, leisure, and travel trade partners. Day-to-day...
- ...Lead and manage the sales team to achieve targets. Develop and implement sales strategies. Analyze market trends and customer needs. Build and maintain strong client relationships. Prepare sales reports and forecasts. Train and mentor team members. Collaborate...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to RELATIONSHIP MANAGER. Be the first to apply!
