Institutional Client Relationship Manager

ATR ASSET MANAGEMENT, INC.; Philippines; On-site; PHP 850,000 - 1,350,000; Full time

Job summary

ATR Asset Management, Inc. in the Philippines seeks an Institutional Client Relationship Manager to grow our institutional client base by deeply understanding needs and delivering tailored investment and financial solutions.

You will manage relationships with pension funds, endowments, sovereign wealth funds, insurers, and corporates, ensuring exceptional service and sustained revenue generation. Success will be measured by stronger client trust, portfolio growth, and improved retention as you

Qualifications

• Proven background in sales or relationship management with a track record of driving client engagement and growth.
• Excellent communication, writing, and presentation skills.

Responsibilities

• Strengthen client relationships and expand institutional accounts.
• Accelerate business growth by identifying opportunities and driving revenue.
• Apply knowledge of Treasury, Trust, Commercial Banking or Private Banking products to deliver solutions.

Skills

Relationship management

Sales

Client engagement

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.