Relationship Banker

Pilmico; Metro Manila; On-site; PHP 400,000 - 650,000; Full time

Job summary

Pilmico is seeking a Relationship Banker in Makati, Metro Manila. The role focuses on acquiring and managing client relationships, growing the portfolio, and delivering financial solutions with high service standards.

Requirements include strong sales discipline, ability to handle client needs, and compliance awareness. Regulatory certifications such as UITF (UCP) and SEC Fixed Income may be advantageous.

Qualifications

• Bachelor’s degree required or equivalent in related field.
• Strong sales, prospecting, client acquisition, negotiation and closing skills.
• Relationship and portfolio management with a client-service mindset.

Responsibilities

• Build, manage, and strengthen long-term client relationships.
• Prospect for new clients and identify opportunities to grow the portfolio.
• Manage sales calls, leads, follow-ups, and client acquisition pipelines.
• Address client needs and concerns using sound judgment and analytical thinking.
• Collaborate with internal teams while ensuring timely, accurate, and quality client service

Skills

Sales

Prospecting

Acquisition

Negotiation

Communication

Relationship-Building

Analytics

Organization

Adaptability

Resilience

Collaboration

Accountability

Compliance

Integrity

Client-Service

Education

Bachelor’s degree in Business, Finance, Economics, Marketing, or related field

Job description

Insular Ayala-Paseo (The Ark), Makati, Metro Manila, Philippines

3 - 5 Years

Employee

Job Title

Relationship Banker

Location

Insular Ayala-Paseo (The Ark) Makati, Metro Manila

About The Role

The Relationship Banker is responsible for acquiring and managing client relationships, growing the portfolio, and delivering quality financial solutions and service. The role requires strong sales discipline, sound judgment, analytical thinking, and the ability to handle client needs and complex concerns while maintaining high standards of compliance and service.

What You’ll Do

• Build, manage, and strengthen long‑term client relationships.
• Prospect for new clients and identify opportunities to grow the portfolio.
• Manage sales calls, leads, follow‑ups, and client acquisition pipelines.
• Address client needs and concerns using sound judgment and analytical thinking.
• Collaborate with internal teams while ensuring timely, accurate, and quality client service

Key Performance Indicator

• Achievement of sales and client acquisition targets.
• Growth and effective management of the client portfolio.
• Consistent sales calls, lead follow‑ups, and pipeline management.
• Quality and timeliness of client servicing and documentation.
• Compliance with regulatory, risk, and internal requirements.

What We’re Looking For

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field.
• Strong sales, prospecting, client acquisition, negotiation, and closing skills.
• Strong relationship and portfolio management skills with a client-service mindset.
• Results‑driven, organized, adaptable, and able to work effectively in a target‑driven environment.
• Willing and able to complete required regulatory certifications, including UITF Certification (UCP) and SEC Fixed Income Certification/License; existing relevant certifications are an advantage.

Required Skills

• Sales
• Prospecting
• Acquisition
• Negotiation
• Communication
• Relationship-Building
• Analytics
• Organization
• Adaptability
• Resilience
• Collaboration
• Accountability
• Compliance
• Integrity
• Client-Service

Job Snapshot

• Updated Date: 27-Oct-2026
• Job ID: JOB_1047
• Department
• Location
• Location Insular Ayala-Paseo (The Ark), Makati, Metro Manila, Philippines