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Relationship Manager
Location
Philippines
Posted
63 days ago
Salary
0
Seniority
Senior
Job Description
Relationship Manager
SALMON ROBOTICS LIMITED
• Proactively source and attract new deposit clients (PHP 500,000 and above) using your own network, referrals, and active prospecting. • Meet with high-net-worth and mass-affluent individuals, build strong professional relationships, and guide them through the entire deposit placement process. • Clearly explain deposit products, interest rates, safety, and onboarding requirements to ensure clients feel confident and fully informed. • Handle objections with professionalism, address concerns, and offer tailored deposit solutions based on each client’s financial needs. • Grow deposit volume by strategically developing and expanding a personal client portfolio. • Ensure a high level of satisfaction by providing excellent post-placement relationship management. • Collaborate with internal teams (compliance, legal, operations) to ensure a smooth and timely account opening and deposit fulfillment process. • Stay updated on market trends and competitor deposit rates to provide value-driven advice to clients. • Achieve and exceed monthly deposit acquisition targets through strong networking, sales capability, and client relationship skills. • Maintain accurate documentation of client interactions and deposit placements in the CRM (Creatio).
Job Requirements
- Mandatory: Banking experience in the Philippines, specifically in deposits, relationship management, or wealth management.
- Strong proven experience in attracting and managing deposit clients; previous handling of high-value portfolios is highly preferred.
- Excellent communication, presentation, and interpersonal skills suitable for high-net-worth and affluent clients.
- Strong sales, negotiation, and objection-handling skills with a consistent record of achieving financial targets.
- Self-driven, proactive, and persistent, with the ability to independently build and grow a client base.
- Existing personal client networks relevant to high-value deposit acquisition is a strong advantage.
- Familiarity with time deposits and other financial products is preferred.
- Experience working with upper-class clients and providing premium customer service.
- Ability to meet clients in various locations, depending on client preference (office visits, cafés, corporate offices, etc.).
Benefits
- Paid time off
- Professional development
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