Institutional Client Relationship Manager

ATRAM; Makati; On-site; PHP 1,200,000 - 2,400,000; Full time

Job summary

ATRAM, based in Makati, seeks an Institutional Client Relationship Manager to drive growth by managing and expanding relationships with institutional clients, including pension funds, endowments, and insurers. The role emphasizes understanding client needs, delivering tailored investment and financial solutions, and ensuring high-quality servicing across a diverse client base.

Ideal candidates have a proven background in sales, business development, or relationship management, with strong

Qualifications

• Proven background in sales, business development, or relationship management.
• Solid understanding of Treasury, Trust, Commercial Banking or Private Banking products.
• Excellent communication and presentation skills with the ability to adapt to priorities.

Responsibilities

• Strengthen client relationships and expand accounts with seamless support across clients.
• Identify opportunities to increase AUM and drive growth.
• Provide tailored financial solutions across treasury and private banking products.

Skills

Client relationship management

Sales

Communication

Job description

Role Summary:

The Institutional Client Relationship Manager drives ATRAM’s growth by managing and expanding relationships with institutional clients such as pension funds, endowments, sovereign wealth funds, insurance companies, and corporate entities. The role focuses on deeply understanding client needs, delivering tailored investment and financial solutions, and ensuring high‑quality servicing. Success is measured through strengthened client trust, increased portfolio growth, enhanced client retention, and sustainable revenue generation for ATRAM

What Business Outcomes the Role is Responsible for:

• Strengthen Client Relationships: Expand client accounts by delivering exceptional service, proactively addressing feedback, and ensuring seamless support across clients.
• Accelerate Business Growth: Increase AUM by identifying new opportunities, driving successful sales initiatives, and contributing to a broader and stronger client portfolio.
• Apply Technical Expertise: Leverage expertise in Treasury, Trust, Commercial, and/or Private Banking products to provide clients and internal teams with effective, results-driven solutions.

What we’re looking for in a successful candidate:

• Relevant Experience: Proven background in sales, business development, or relationship management, with a strong track record of driving client engagement and growth.
• Comprehensive Technical Knowledge: Solid understanding of Treasury, Trust, Commercial Banking or Private Banking products and services.
• Professional Communication & Agility: Excellent communication, writing, and presentation skills, with a polished presence and the ability to adapt to shifting priorities and meet tight deadlines.