Total 18,867 Full-time relationship manager job vacancies in The Philippines

about the job

• Growing the wealth of high net-worth individuals and providing professional services for their banking needs; including insurance and investment across the following markets ((North Asia, Malaysia, Indonesia, ROW, India market etc.)

about the manager/team

Working alongside a competent team, you will have to opportunity to grow in the banking space.

skills and experience required
A degree is minimally required with 3 years of experience in the Banking & Finance Industry. Importantly, you should come with good track record in sales/current portfolio of clients.

To apply online please use the apply function

(EA: 94C3609/ R21103354)

Our client is providing business financing solutions to companies and they have a few job openings for the Relationship Manager position

Responsibilities

• Able to develop new businesses and serve existing clients
• Able to search for new clients leads, do cold calling, build up the network and liaise with brokers
• Conduct due diligence checks on clients and recommend financing solutions based on the clients' requirements
• Maintain good business relationship with new and existing clients
• Work with the team to ensure the contracts and credit reports are done correctly
• Be the main point of contact for clients for matters pertaining to late payment, terms and contracts, and other issues

Requirements

• Diploma or Degree in a related discipline
• Good interpersonal skills
• Able to develop new businesses and get more sales
• Able to think out-of-the-box to get new businesses
• Good track record and able to work independently

Applicants who are interested to apply for this position can send latest resume to alfred.lai@paradigmrecruitment.com.sg

Alfred Lai
EA Reg No: R1545971
EA License No: 21C0434

[Job ID: 1059795] 
 

Job Summary: 

Exciting opportunity to lead branch sales and deliver tailored wealth solutions for clients in a dynamic banking environment. 
 

Responsibilities: 

• Conduct financial analysis and profiling sessions to understand clients’ needs and objectives. 

• Build and deepen client relationships through regular market updates and trend analysis. 

• Promote a wide range of banking products, including structured notes, FX trades with leverage, and corporate or sovereign bonds. 

• Deliver customised wealth management solutions such as bancassurance, loans, and investment products. 
   

Requirements: 

• Minimum 1 year of sales experience in wealth management within banking. 

• Diploma or Degree in any discipline from a recognised institution. 

• Strong communication and interpersonal skills to foster client relationships. 

• Results-driven, dynamic, and self-motivated. 
  

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities. 
 
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/ 
 

EA Personnel Name: Tung Chi Jun (Deng Zijun) 
EA Personnel Reg. no.: R25157470 
EA License no.: 07C5771 
 
#SCR-chi-jun-tung 

• Manage existing portfolio.
• Maintain customer relationships
• Initiate syndication loan, term loan and trade finance business and market the bank’s products to corporations in Singapore and the region.
• Have strong financial analysis skills, evaluate and process credit applications for timely approval, prepare loan/security documents, and promote customer active utilization of the facilities.
• Have better understanding of different corporate industries, initiate and participate in industry surveys and deliver industry investigation reports for Head Office.
• Have the ability to summarize corporate signature cases and prepare PPT and articles to promote among Head Office and domestic branches, have strong presentation skills.
• Explore and expand new corporate customer relationships
• Communicate with Head Office and local active banks and other different stakeholders within banking industry, proactively to make sure deal run smoothly.
• Good understanding and knowledge of relevant compliance and risk regulations

Requirements:

• Recognised University Degree with min. 5-7 years’ experience in corporate banking, covering major corporate client relationships.
• Have strong financial analysis skills, project financing experience preferred.
• Positive working attitude, respond to the task assigned timely and responsibly and a good team player

Interested candidates please email resume in MS Word format to recruit@waterstone.com.sg

Please state your last drawn and expected package, relevant skill sets and the position you are applying for.

Resumes collected will be kept in strict confidence and used for recruitment purposes only.

Job description

• Assist RM to prepare credit proposals for clients (ranging from large corporates to mid-size listed entities) inclusive of performing financial spreads, financial analysis and credit risk assessment
• Assist RM in maintaining customer relationships from handling client calls and attending their daily requests such as deposits and FX interest rates quotation, negotiation, and confirmation
• Assist RM in handling all client operational matters by liaising with relevant departments to ensure abiding with internal guidelines and in line with the local financial regulatory authorities rules and regulations
• Assist RM in conducting credit reviews, renewals, KYC reviews, post loan checks, testing of covenants, stress tests, and any other client related matters and ensuring timelines are met without any overdue reporting
• Assist in ensuring onboarding materials are adequately obtained from clients, from Facility Agreements, Board Resolutions, Signature cards, insurance copies, premium payments, legal opinions, Deed of charges, Guarantees and others, to be lodged through Credit Admin into the vault

Requirements

• University Degree with major in finance/banking/accounting related is preferred.
• Knowledge on basic corporate banking products including trade, loans, capital markets and treasury in order to effectively support the business.
• Good communication and organization skills, with the ability to interact with senior stakeholders in Greater China Market.
• Able to communicate in both English and Mandarin with our colleagues in Taiwan Head Office.

Job Description

You will be part of a group of highly trained professionals who support the delivery of a high‑quality and consistent service experience for UOB Privilege clients. You will be responsible for managing, strengthening, and sustaining client relationships. This includes understanding client needs, coordinating service resolutions, and ensuring adherence to established service, operational, and regulatory standards.
The position plays a key role in enhancing client satisfaction, supporting retention efforts, supporting business growth through mortgage cross‑sell opportunities and ensuring full compliance with KYC/AML requirements.

Key Responsibilities

• Serve as the primary service liaison for Privilege clients, ensuring efficient resolution of queries and consistent delivery of high service standards.

• Coordinate with internal stakeholders to deliver seamless client experiences across operational, servicing, and administrative touchpoints.

• Provide timely and accurate information, ensuring client needs are addressed in a professional and service‑oriented manner.

• Uphold KYC and AML responsibility

• Contribute to key business metrics through service excellence, including:

  Gate Outflow – executing retention strategies to minimize client attrition.

  Acquire Deposit – supporting deposit growth through trust‑building and consistent servicing.

  Improve Qualified Ratio – uplifting client portfolio quality through structured engagement and service governance.

Preferred competencies and qualifications

• Experience in banking, client servicing, relationship management, or customer service, ideally within affluent or retail segments
• Understanding of banking processes, service operations, and client-servicing frameworks
• Exposure to AML/KYC or regulatory processes within financial institutions
• Strong interpersonal, communication, and coordination skills to manage multiple client needs effectively with a service mindset
• Self-motivated, organized, and committed to delivering service excellence
• Candidates from diverse industries with strong customer service experience are welcome; structured training will be provided for transition into banking

Other Information

Please refer to the link below for more details about this role

• https://uobgroup.wd3.myworkdayjobs.com/UOBExternal/job/Central-Region-City-Area/Client-Relationship-Manager_JR87011

What is the opportunity?

As the Relationship Manager, you will be responsible for building, developing and maintaining long term client relationships by drawing on your already strong personal contact network.

What will you do?

• Providing advice and investment solutions according to relevant legal and compliance requirements and sales efficiency standards and client profiling needs
• Be the brand ambassador for the bank to the clients
• Ensure and abide by the relevant KYC, Due Diligence, AML and Cross border activities and compliance to policies, procedures and regulatory requirements
• Follow and adhere to the bank’s code of ethics and the Cross Border regulations
• Assist in other ad-hoc projects and client related matters
• Deputizing other RMs on ad-hoc basis (if necessary)

What do you need to succeed?

Must-have

• Minimum 8 years’ professional experience successfully advising High Net Worth Clients
• Proven track record in acquisition success and extensive product and investment knowledge
• Outstanding relationship management capabilities with strong analytical, risk management, marketing, communication and interpersonal skills
• Strong knowledge of the Wealth Management industry with deep understanding around the Compliance and Regulatory framework
• Fluency in English and relevant local language skills subject to the respective country teams
• Strong client acquisition, retention and business development skills
• CACS Paper 1 and 2

Nice-to-have

• Degree educated
• Certified ECF qualification is preferred

Job ID: 1070953

Are you passionate about helping clients grow, protect, and manage their wealth?

Our client, a leading international bank, is expanding its Premier Banking team and is seeking driven Relationship Managers who are looking to accelerate their wealth management careers. This is an excellent opportunity to manage a portfolio of affluent clients, deepen client relationships, and provide holistic financial solutions across investments, insurance, and lending.

Key Responsibilities

• Conduct comprehensive financial reviews to understand clients' financial goals, investment objectives, and risk appetite
• Develop and manage long-term relationships with affluent clients through proactive engagement and regular portfolio reviews
• Provide holistic wealth management advice
• Collaborate closely with product specialists to deliver tailored financial solutions
• Grow and deepen client relationships through referrals, asset growth, and cross-selling opportunities
• Stay updated on market developments and provide timely insights to clients
• Achieve business targets while maintaining high service standards and strong portfolio quality

Requirements

• Minimum 1 year of experience as a Relationship Manager within Premier Banking, Priority Banking.
• Experience managing affluent or high-net-worth client portfolios
• Good understanding of investment, insurance, and wealth management products
• Exposure to onshore and/or offshore client segments will be advantageous
• Strong interpersonal, communication, and relationship-building skills
• Results-driven individual with a passion for client engagement and wealth advisory

If you are looking to take the next step in your wealth management career with a reputable banking institution, we would love to speak with you.

We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company’s Privacy Policy.https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA License No.: 07C5771

At A Good Helper, we believe that successful helper placements go beyond recruitment. We focus on sourcing, training, and supporting both employers and domestic helpers throughout their employment journey. As we continue to grow, we are seeking a dedicated and people-oriented Customer Relationship Manager to join our team.

Job Responsibilities

• Manage and facilitate communication between employers and domestic helpers throughout the placement process.
• Conduct detailed consultations with employers to understand household requirements, expectations, family dynamics, and job scope.
• Assess helper profiles and recommend suitable candidates based on employers’ needs and household environments.
• Arrange and coordinate interviews between employers and domestic helpers.
• Guide employers and helpers through the onboarding process to ensure a smooth transition into the household.
• Provide ongoing support to employers and helpers after deployment to address concerns, manage expectations, and minimise placement disruptions.
• Handle feedback, complaints, misunderstandings, and disputes in a professional, fair, and impartial manner.
• Identify underlying causes of placement challenges and work collaboratively with both parties to achieve practical and sustainable solutions.
• Conduct regular follow-ups with employers and helpers to monitor adjustment, performance, and well-being.
• Maintain accurate records of client interactions, placement progress, and case management activities.
• Work closely with the sourcing and training teams to improve placement outcomes and reduce turnover rates.

Job Requirements

• Possess a diploma or degree from a recognised institution.
• Strong interpersonal, communication, negotiation, and problem-solving skills.
• Ability to handle sensitive conversations and challenging situations with professionalism and empathy.
• Experience in customer service, relationship management, recruitment, human resources, counselling, social services, mediation, or dispute resolution will be advantageous.
• Prior experience in the domestic helper industry, employment agency industry, childcare industry, hospitality industry, or customer-facing roles will be an advantage.
• Strong ability to assess people, understand family dynamics, and identify suitable matches.
• Comfortable communicating with both employers and domestic helpers from different cultural backgrounds.
• Self-motivated, organised, and capable of managing multiple cases simultaneously.

No prior teaching experience is required as training and support are provided. If you’re excited to support and empower others, we’d love to hear from you!

• Drive acquisition of SME clients requiring short-term working capital by actively sourcing and building your own pipeline.
• Engage business owners to understand their financing needs and structure suitable loan solutions based on cash flow and repayment ability.
• Conduct initial financial reviews using company financials, bank records, and ACRA data before submission.
• Manage the full deal cycle from prospecting and pitching to approval, closing, and post-disbursement follow-up.
• Maintain long-term relationships with clients to encourage repeat financing, referrals, and portfolio growth while monitoring repayment performance.

Requirements:

• At least 3 years of relevant experience in SME financing, business lending, or unsecured loan sales.
• Proven ability to originate and close deals independently in a target-driven environment.
• Good understanding of SME financials, cash flow assessment, and basic credit evaluation.
• Strong sales mindset with resilience and confidence in client acquisition.

If you are keen to apply for the position, kindly email your detailed resume in MS Word to hr@recruit-expert.com

Please note that only shortlisted candidates will be notified.

For more job opportunities, please visit our website at www.recruit-expert.com

EA Licence: 19C9701

Registration: R1326740

[Job ID: 533220]

Join us as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals.

As the primary face of our branch banking, you will engage clients through various touchpoints—from in-person consultations to tele-appointments—to understand their unique aspirations. Your role is to offer holistic financial planning, identifying ideal products from our diverse portfolio to secure their future. We believe in cultivating lasting relationships built on trust and professional integrity.

This is an ideal opportunity for a Degree or Diploma holder with a strong interest in wealth management. We value excellent interpersonal skills, a professional demeanor, and the flexibility to work on weekends.

Responsibilities:

• Serve individual retail customers and advise them on various personal banking and financial products and services.
• Engage customers through branch banking touch points, tele-appointments, and outreach programs.
• Possess sound financial knowledge and provide holistic financial planning advice.
• Identify suitable financial solutions offered by the bank to meet customers' financial goals.
• Understand and adhere to banking regulations and guidelines when conducting business.
• Cultivate close long-term relationships with existing clients.
• Conduct regular follow-ups with existing and potential customers to assess their financial needs.

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic.
• Interest in financial planning or wealth management.
• Enjoy interacting with people, good communicator, and able to conduct yourself professionally.
• Willingness to work on a flexible schedule, including weekends.
• Candidates with more years of relevant financial advisory experience will be considered for Senior Wealth Planning Manager position.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

JobTitle:                               Corporate Relationship Assistant Manager / Manager (On-site)

Position Reports To:            Relationship Senior Manager / Head of Corporate Services

Job Purpose Summary:      

To assist in the administration and secretarial duties for Singapore companies managed by the Company, while supporting the Corporate Relationship Manager in managing client relationships and ensuring seamless service delivery.

Key Responsibilities and Accountabilities/Duties:

·      Handle full spectrum of corporate secretarial matters for clients, ensuring compliance with statutory development and updates

·      Maintain accurate and up-to-date statutory records and registers for Singapore/offshore companies

·      Coordinate, prepare, review minutes, resolutions, forms and other corporate documents for clients

·      Oversee regulatory deadlines for Singapore/offshore entities, such as lodgement of Registers, filing of Annual Returns and holding of Annual General Meetings etc.

·      Manage CorpPass and Work Pass matters (where applicable)

·      Onboard new clients, conduct due diligence checks and manage ongoing monitoring

·      Manage client invoicing and debtors

·      Ensure adherence to internal policies and procedures

·      Keep up to date with regulatory, statutory, and compliance requirements within Singapore and other jurisdictions where Trident Group has a presence

·      Proactively establish and maintain relationships with clients through consistent communication such as in person, virtual, email, telephone and messaging

·      Assist in maintaining client relationships through effective and consistent communication and providing support on corporate services matters

·      Support the training and development of resources in other offices to enhance quality of work and efficiency

·      Coordination with clients, auditors, tax agents, vendors and other stakeholders

·      Manage ad-hoc projects and tasks as assigned

Skills and Competencies: 

·     Positive and cheerful personality with a strong work ethic and client-centric focus

·     Forward-thinking,adaptable and innovative with a willingness to embrace change

·     Self-motivatedand driver, with a “go-getter” attitude to achieve results

·     Detail-oriented, organized and able to multi-task and prioritize effectively

·     Excellent time management to deliver high quality work on time

·     Resourceful and able to take initiative

·     Good team player with a positive attitude

·     Ability to establish and maintain good client relationships

·     Proficiency in spoken and written Mandarin would be an advantage

·     Experience working with overseas support teams would be an advantage

·     Singaporean or Permanent Resident

What We Offer:

·      Competitive remuneration

·      Opportunity to work with a dynamic team

·      Professional development and training

·      Exposure to a range of corporate secretarial services and clients

JobDescription:

Roles& Responsibilities:

Youwill be part of a team of seasoned financial professionals. As a RelationshipManager within the Wealth Banking business, you will be responsible forrendering financial advisory to UOB's mass-affluent customers. You are expectedto achieve individual sales target while ensuring accurate and timelycompletion of the entire sales and compliance process.

• Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of UOB's clients
• Develop and deepen relationships with clients who have been assigned to you
• Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes, and regulatory requirements (ie FAA and other related statutory Acts)

JobRequirements

• A recognized university degree
• At least 1 year of relevant financial advisory experience gained in the banking and/or financial services sectors; experienced candidates would be considered for a more senior position
• Good knowledge of wealth management and investment products
• Results-oriented, dynamic and self-driven
• Competent in engaging and managing internal and external clients
• Proven ability to exceed sales target
• Resourceful and able to work with minimal supervision

[Job ID: 533220]

Join us as a Wealth Planning Manager, where you will deliver tailored financial advice and solutions to retail clients, guiding them toward their long-term financial objectives.

As a key representative of branch banking, you will engage customers across multiple channels, including in-branch consultations and tele-appointments, to understand their financial needs and aspirations. You will provide comprehensive wealth planning advice and recommend suitable solutions from a broad product portfolio. This role places strong emphasis on building enduring client relationships founded on trust, professionalism, and ethical advisory practices.

This opportunity is well-suited for Degree or Diploma holders with a keen interest in wealth management. Strong interpersonal skills, professional conduct, and the flexibility to work on weekends are valued.

Responsibilities:

• Provide advisory services to individual retail customers on personal banking and financial products
• Engage customers through branch-based interactions, tele-appointments, and outreach initiatives
• Deliver holistic financial planning advice supported by sound financial knowledge
• Identify and recommend appropriate financial solutions aligned with customers’ financial goals
• Ensure full compliance with banking regulations, policies, and industry guidelines
• Build and maintain long-term relationships with existing clients
• Conduct regular follow-ups with existing and prospective customers to review and assess financial needs

Requirements:

• Bachelor’s degree from a recognized university or a diploma from a local polytechnic
• Strong interest in financial planning or wealth management
• Good interpersonal and communication skills with a professional approach
• Willingness to work flexible hours, including weekends
• Candidates with more extensive financial advisory experience may be considered for a Senior Wealth Planning Manager position

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.

Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/

EA Personnel Name: Tung Chi Jun (Deng Zijun)

EA Personnel Reg. no.: R25157470

EA License no.: 07C5771

about the company. 

An established global corporate bank with a growing international footprint. The organization is focused on expanding its regional market presence across Southeast Asia while maintaining long-term stability and portfolio growth.

about the job. 

As an Associate, you will support the expansion of a diversified portfolio covering both corporate entities and real estate investments.

• Facilitate client relationship management, credit reviews, and onboarding compliance assessments.

• Evaluate client financial structures, credit potentials, and associated asset or market risks.

• Coordinate transaction processing and compile comprehensive data for relationship development plans.

• Prepare credit applications and perform detailed financial analysis on corporate borrowers.

• Collaborate with internal stakeholders to drive regional business alignment and support senior team members on diverse transactions.

skills and experience required.

• Minimum of 3 years of experience in credit risk, account management, or corporate financial analysis.

• Strong background in financial statement analysis and a solid understanding of accounting principles.

• Familiarity with client due diligence, regulatory compliance checks, and legal documentation.

• Exceptional interpersonal and communication skills to engage confidently with corporate clients.

• Regional market exposure or familiarity with Southeast Asian corporate landscapes is highly advantageous.
  

Please click on the 'apply' button to apply online. For more information, please reach out to Judy Low at judy.low[@]randstad.com.sg.

(EA: 94C3609 / R22110790)