Mandarin Relationship Manager: Wealth & Corporate Clients

Prime Manpower Resources Development Inc; Makati; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Prime Manpower Resources Development Inc is seeking a seasoned Banking Relationship Manager to manage a portfolio of high-net-worth and corporate clients. You will develop new business, understand client objectives, and tailor financial solutions across banking, lending, and wealth products.

Based in Manila with regional travel, you will coordinate with Risk, Compliance, and Product teams to ensure AML/KYC compliance, accurate documentation, and revenue growth through cross-selling.

Qualifications

• Bachelor’s degree in Finance, Banking, Business Administration, Economics, or Accounting.
• 5+ years of relevant experience in relationship management within banking or financial services.
• Proven experience managing corporate, commercial, private banking, wealth management, or institutional clients.
• Strong knowledge of banking products, financial solutions, and credit/financial analysis.
• Experience in client acquisition and portfolio management is highly preferred.
• Strong understanding of KYC, AML, compliance, and risk management requirements.

Responsibilities

• Manage and maintain strong relationships with high-net-worth individuals, corporate clients, or institutional clients, depending on the assigned portfolio.
• Develop new business opportunities through client acquisition, referrals, networking, and market development.
• Understand clients’ financial objectives, business needs, investment requirements, and risk profiles.
• Recommend appropriate banking, lending, investment, wealth management, and financial products based on client requirements.
• Act as the primary point of contact for assigned clients and ensure high-quality customer service.
• Monitor client portfolios and identify opportunities for cross-selling and up-selling relevant banking products and services.

Skills

Relationship management

Client acquisition

Cross-selling

Communication skills

Negotiation

English fluency

Education

Bachelor’s degree in Finance, Banking, Business Administration, Economics, or Accounting

Job description

Prime Manpower Resources Development Inc is seeking a seasoned Banking Relationship Manager to manage a portfolio of high-net-worth and corporate clients. You will develop new business, understand client objectives, and tailor financial solutions across banking, lending, and wealth products.

Based in Manila with regional travel, you will coordinate with Risk, Compliance, and Product teams to ensure AML/KYC compliance, accurate documentation, and revenue growth through cross-selling.