BRANCH RELATIONSHIP MANAGER (MAKATI AYALA AVENUE)

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 900,000 - 1,500,000; Full time

Job summary

Bank of the Philippine Islands (BPI) seeks a Branch Relationship Manager to manage and grow a high-value Preferred Banking portfolio. You will act as a trusted financial advisor, helping clients safeguard and grow wealth while driving profit and market share.

Responsibilities include expanding client base, conducting portfolio reviews, promoting digital banking, and ensuring service excellence with strict risk controls.

Qualifications

• Excellent communication, negotiation, and interpersonal skills with a strong customer-first mindset.
• 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.

Responsibilities

• Portfolio Growth & Client Engagement: Provide tailored financial advice and wellness strategies; deepen relationships with Preferred Banking clients; acquire new-to-bank high-net-worth individuals; conduct portfolio reviews and client visits.
• Strategic Marketing & Business Development: Stay informed on market trends; plan localized marketing initiatives; promote digital banking channels.
• Client Service Excellence: Ensure high-touch delivery of banking services; address inquiries and concerns within Turnaround Times.
• Operations, Risk Management & Control: Support branch operations as secondary approver; endorse special client requests; maintain client data confidentiality and risk standards.

Skills

Client engagement

Negotiation

Interpersonal skills

Business acumen

Financial markets knowledge

Education

Bachelor’s Degree in Business/Finance/Economics

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

Portfolio Growth & Client Engagement

• 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.

Client Service Excellence

• 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).

Operations, Risk Management & Control

• 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.