Relationship Manager

Company Description Amalgamated Investment Bancorporation is dedicated to delivering distinctive financial products and services tailored to the strategic and financial objectives of its clients. The organization focuses on building long-term partnerships by understanding each client's unique needs and providing customized solutions. Its approach emphasizes innovation, responsiveness, and responsible financial management. Team members collaborate closely with clients and colleagues to support sustainable growth and strong business performance.

Role Description The Relationship Manager is a full-time, on-site role based in Makati. This role is responsible for managing and deepening relationships with existing and prospective clients, understanding their financial objectives, and recommending appropriate banking and investment solutions. Day-to-day activities include conducting client meetings, preparing proposals, coordinating with internal teams to ensure seamless service delivery, and monitoring account performance and client satisfaction. The Relationship Manager will track market trends, identify cross-selling opportunities, and maintain accurate records and reports to support decision-making and compliance. The role also involves addressing client inquiries, resolving issues promptly, and contributing to business development initiatives.

Qualifications

• Strong client relationship management, account servicing, and stakeholder engagement skills.
• Solid knowledge of banking, investments, and financial products, with the ability to match solutions to client goals.
• Effective communication, presentation, and negotiation skills, with a focus on clear, professional interaction.
• Analytical and problem-solving abilities, including experience with financial analysis and risk awareness.
• Organizational and time-management skills, with the capacity to handle multiple client accounts and priorities.
• Proficiency in standard office software and basic CRM or client management systems.
• Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent practical experience.
• Prior experience in relationship management, corporate banking, or financial services is highly beneficial.