BRANCH RELATIONSHIP MANAGER MAKATI AYALA AVENUE

Bank of the Philippine Islands (BPI); Manila; On-site; PHP 1,200,000 - 2,500,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Branch Relationship Manager in Manila to oversee a high-value Preferred Banking portfolio, acting as trusted advisor to grow wealth and profitability.

You will deepen relationships, onboard high-net-worth clients, and coordinate with marketing and product teams to promote digital channels.

The role emphasizes risk management, client service excellence, and close collaboration with branch operations to maintain privacy and compliance.

Qualifications

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

Responsibilities

• Manage and expand a high-value portfolio of Preferred Banking clients.
• Provide tailored financial advice and wellness strategies based on client profiles.
• Deepen relationships and acquire new-to-bank high-net-worth clients and referrals.
• Conduct portfolio reviews, service calls, and face-to-face engagements (in-branch, virtual, or off-site).
• Promote digital banking channels and leverage internal systems to spot cross-selling opportunities.
• Ensure confidentiality and adhere to risk and control standards.

Skills

Communication

Negotiation

Interpersonal skills

Customer-first mindset

Business acumen

Digital banking

Financial markets

Education

Bachelor's degree in Business/Finance/Economics

Job description

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.

Requirements: