Client Growth & Relationship Specialist

ATR ASSET MANAGEMENT, INC.; Philippines; Vor Ort; PHP 300.000 - 600.000; Vollzeit

Zusammenfassung

ATR Asset Management, Inc. is seeking a Junior Relationship Manager in the Philippines to support client acquisition, relationship management, and portfolio growth for assigned accounts.

You will ensure high-quality engagement, timely servicing, and coordinate with internal teams to deliver investment solutions aligned with client needs. Key responsibilities include strengthening relationships, supporting growth through client opportunities, and coordinating onboarding, reporting, and issue

Qualifikationen

• Experience in client engagement and portfolio support.
• Understanding of banking, investments, or wealth management concepts.
• Strong attention to detail and coordination abilities.

Aufgaben

• Strengthen client relationships through proactive engagement, timely servicing, and consistent support.
• Support business growth by identifying opportunities and assisting in investment/wealth solutions execution.
• Ensure efficient client support by coordinating onboarding, transactions, reporting, and issue resolution.

Kenntnisse

Client relationship management

Communication skills

Financial services knowledge

Jobbeschreibung

ATR Asset Management, Inc. is seeking a Junior Relationship Manager in the Philippines to support client acquisition, relationship management, and portfolio growth for assigned accounts.

You will ensure high-quality engagement, timely servicing, and coordinate with internal teams to deliver investment solutions aligned with client needs. Key responsibilities include strengthening relationships, supporting growth through client opportunities, and coordinating onboarding, reporting, and issue