Branch Relationship Manager

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 900,000 - 2,100,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Branch Relationship Manager to manage a high-value Preferred Banking portfolio. You will advise clients to safeguard and grow wealth while driving profit, market share, and growth aligned with the bank's objectives.

You will deepen client relationships, acquire new-to-bank high-net-worth clients, and conduct regular portfolio reviews through in-branch, virtual, or off-site engagements. Emphasis on confidentiality and adherence to risk controls.

Qualifications

• Bachelor’s Degree in Business Administration, Finance, Economics, or related disciplines.
• 5–10 years of solid understanding of financial markets, trends, branch banking operations, and basic accounting.
• In-depth knowledge of banking products/services and digital banking platforms.
• Excellent communication, negotiation, and interpersonal skills with a customer-first mindset.

Responsibilities

• Provide tailored financial advice and wellness strategies based on client profiles and goals.
• Deepen relationships with existing Preferred Banking clients and acquire new-to-bank high-net-worth individuals.
• Connect with the next generation of Preferred Banking clients.
• Conduct portfolio reviews, service calls, and face-to-face engagements (in-branch, virtual, or off-site).
• Maximize internal systems and reporting tools to spot cross-selling opportunities and maintain updated contact records.
• Maintain confidentiality and adhere to internal risk, safety, and security standards.

Skills

Relationship management

Financial advisory

Cross-selling

Negotiation

Communication

Education

Bachelor’s degree in Business Administration/Finance/Economics

Tools

CRM systems

Digital banking platforms

Job description

The Branch Relationship Manager is responsible for managing and expanding a high-value portfolio of Preferred Banking clients. You will serve as a trusted financial advisor, helping clients safeguard and grow their wealth while driving profit, market share, and business growth aligned with the Bank’s key strategic objectives.

Responsibilities:

• Provide tailored financial advice and wellness strategies based on client profiles, financial goals, and risk appetites.
• Deepen relationships with existing Preferred Banking clients and proactively acquire new-to-bank high-net-worth individuals and referrals.
• Connect and build meaningful relationships with the next generation of Preferred Banking clients.
• Conduct regular portfolio reviews, service calls, and face-to-face engagements (in-branch, virtual, or off-site client visits).
• Maximize internal systems and reporting tools to spot cross-selling opportunities, track client interactions, and keep contact records strictly updated.

Strategic Marketing & Business Development

• Stay informed on financial market trends, economic conditions, and competitor activities to protect and grow market share.
• Plan and execute localized marketing initiatives (e.g., client forums, coffee talks) in coordination with Area Business Directors and Product/Marketing groups.
• Actively promote digital banking channels to enhance client convenience and adoption.
• Ensure prompt, high-touch delivery of banking services tailored to Preferred Banking clients.
• Address and resolve client inquiries, service requirements, and concerns well within prescribed Turnaround Times (TAT).
• Support branch operations by acting as a secondary approver for over-the-counter transactions (as contingency upon management approval).
• Recommend and secure proper endorsements for special client requests.
• Maintain strict confidentiality of client data and strictly adhere to internal operational, safety, security, and risk control standards.

Qualifications:

• Bachelor’s Degree, preferably in Business Administration, Finance, Economics, or related disciplines.
• With 5-10 years of solid understanding of financial markets, economic trends, branch banking operations, and basic accounting principles.
• In-depth knowledge of banking products/services, customized product bundling, and digital banking platforms.
• Excellent communication, negotiation, and interpersonal skills with a strong customer-first mindset and sharp business acumen.