Assistant Relationship Manager

SMBC Group; Makati; On-site; PHP 450,000 - 750,000; Full time

Job summary

SMBC Group in the Philippines seeks an Assistant Relationship Manager to support origination, development, and management of corporate banking relationships. You will contribute to acquiring new-to-bank clients and growing the Bank’s corporate portfolio, serving as a primary contact for assigned clients under guidance from Senior Relationship Managers.

You will support business development, credit risk management, transaction execution, client servicing, and regulatory compliance while

Qualifications

• Experience in corporate banking, relationship management, or business development.
• Knowledge of credit requirements, onboarding, and transaction execution processes.
• Understanding of corporate banking products and risk controls.
• Ability to identify new-to-bank opportunities and manage client onboarding by regulatory standards.

Responsibilities

• Support the management and development of corporate client relationships, including client servicing, onboarding, documentation, and regulatory requirements.
• Serve as a day-to-day contact for assigned clients, coordinating with internal stakeholders to deliver banking solutions and provide a high-quality client experience.
• Identify and develop new-to-bank corporate opportunities through market coverage, referrals, and industry engagement.
• Build and manage an individual portfolio of corporate relationships focusing on client acquisition, revenue, and portfolio quality.
• Develop account strategies across lending, transaction banking, treasury, and other products to deepen wallet share.
• Conduct client calls and meetings, and carry out business development activities with Senior Relationship Managers as needed.
• Assist in preparation, structuring, and execution of corporate banking transactions with Credit, Risk, Legal, Compliance, and Treasury teams.
• Support credit assessment and ongoing monitoring of relationships, including collection and review of financial information.

Skills

Client relationship management

Business development

Credit analysis

Regulatory compliance

Lending & transaction banking

Customer onboarding

Cross-functional collaboration

Portfolio management

Education

Bachelor’s degree in Business Administration, Finance, Economics, Accounting

Job description

As an Assistant Relationship Manager, you will support the origination, development, and management of corporate banking relationships while contributing to the acquisition of new-to-bank clients and growth of the Bank’s corporate portfolio. You will serve as a key day-to-day contact for assigned clients and progressively build and manage your own client relationships under the guidance of Senior Relationship Managers. You will support business development, credit risk management, transaction execution, client servicing, and regulatory requirements while maintaining strong standards of risk management and compliance.

How You’ll Make an Impact

• Support the management and development of corporate client relationships, including client servicing, transaction execution, onboarding, documentation, and regulatory requirements.
• Serve as a key day-to-day contact for assigned clients, coordinating with internal stakeholders to deliver banking solutions efficiently and provide a high-quality client experience.
• Proactively identify and develop new-to-bank corporate opportunities through market coverage, networking, referrals, industry engagement, and other business development activities.
• Progressively build and manage an individual portfolio of corporate relationships, with responsibility for client acquisition, relationship development, revenue generation, and portfolio quality.
• Develop account strategies and identify opportunities across lending, transaction banking, treasury, and other banking products to deepen client relationships and increase wallet share.
• Conduct client calls, prospect meetings, and business development activities independently and in partnership with Senior Relationship Managers.
• Support the preparation, structuring, coordination, and execution of corporate banking transactions, working closely with Credit, Risk Management, Legal, Compliance, Treasury, and other relevant stakeholders.
• Support credit assessment and ongoing monitoring of assigned relationships, including the collection and review of financial and credit information and monitoring of client performance and requirements.
• Maintain strong controls over client onboarding, due diligence, documentation, and transaction activities, ensuring adherence to regulatory requirements and internal policies.
• Identify and raise potential credit, compliance, operational, and reputational risks affecting assigned client relationships.
• Build effective relationships across internal teams to facilitate timely transaction execution, responsive client servicing, and sustainable portfolio growth.
• Demonstrate strong ownership, accountability, and sound judgment in managing client requirements and supporting the Bank’s business objectives.

What Sets You Apart

• Bachelor’s degree in Business Administration, Finance, Economics, Accounting, or a related discipline.
• At least 2–3 years of relevant experience in corporate banking, relationship management, business development, credit, or a related banking function.
• Experience supporting corporate client relationships, including client servicing, onboarding, documentation, credit requirements, and transaction execution.
• Demonstrated interest and capability in business development, client acquisition, and developing new-to-bank opportunities.
• Good understanding of corporate banking products, including lending, transaction banking, treasury, and other financial solutions.
• Good understanding of credit analysis, risk management, client due diligence, regulatory requirements, and banking controls.
• Strong business development and client-service orientation with the confidence to engage existing and prospective corporate clients.
• Strong analytical and commercial judgment with the ability to understand client needs and identify relevant banking opportunities.
• Excellent communication, presentation, interpersonal, and relationship-management skills.
• Ability to manage multiple client requirements and priorities while coordinating effectively with internal stakeholders.
• Proactive, client-focused, and solutions-oriented, with a strong sense of ownership and accountability.
• High integrity and commitment to sound risk management, regulatory compliance, and ethical standards.
• Ability to work independently while collaborating effectively with Senior Relationship Managers and cross-functional teams.