Assistant Relationship Manager: Data, Compliance & Growth Support

Private Advertiser; Santo Niño 1st; On-site; PHP 391,000 - 580,000; Full time

Job summary

Private Advertiser in the Philippines invites applications for an Assistant Relationship Manager (Support role). You will assist the Relationship Manager in preparing management reports, growth plans, and financial projections of the loan portfolio.

Responsibilities include data analytics for continuous controls monitoring, ensuring data quality in the core banking system, and supporting MAS/audit requirements across Marketing and other departments.

Qualifications

• Preferably Accounting/Business/Finance major from reputable university.
• Minimum 3-years relevant working experience.
• 2-year audit experience would be a plus.

Responsibilities

• Prepare management reporting, growth plans, and financial projections of the loan portfolio
• Perform data analytics to facilitate continuous controls monitoring
• Control the quality of correspondent data input for the core banking system to ensure the report correctness as well as to fulfill MAS/HO requirement
• Assist in MAS and internal/external audit requirement to Marketing Department, including but not limited to documentation, survey, management/financial reports, and customer/facility info
• Coordinate request from HO and other departments, such as internal control, AML transaction clearance, data consolidation, banking system user test and problem solving
• Work with relevant stakeholders to implement key credit initiatives by the bank and keep up to date on policy and regulatory changes and requirements
• Assist RM in account opening, KYC and credit proposal for the new customer
• Execution of ad hoc duties assigned efficiently

Education

Accounting/Business/Finance major

Job description

Private Advertiser in the Philippines invites applications for an Assistant Relationship Manager (Support role). You will assist the Relationship Manager in preparing management reports, growth plans, and financial projections of the loan portfolio.

Responsibilities include data analytics for continuous controls monitoring, ensuring data quality in the core banking system, and supporting MAS/audit requirements across Marketing and other departments.