Relationship Manager

First Circle; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Hybrid work setup

HMO coverage

Life and accidental insurance

Free catered lunches

Wellness and travel allowances

Job summary

First Circle in the Philippines is building a full-stack neobank and is seeking a Relationship Manager to nurture SME client relationships, assess financial needs, and tailor financing solutions.

The role focuses on client relationship management, needs assessment, portfolio retention, and proactive business development, with a hybrid work setup (2 days in the BGC office; remote rest).

Qualifications

• At least 3 years of relationship management experience in fintech/e-commerce/start-up environments.
• Excellent interpersonal abilities with a proven capacity to build and maintain client relationships.
• Strong problem-solving and decision-making skills with sound judgment.
• Capable of working independently with high initiative and accountability.
• Strong time management and organizational skills; proficient in Microsoft Office; established business network preferred.

Responsibilities

• Client Relationship Management: Build and maintain strong relationships with SME owners, serving as their primary point of contact.
• Needs Assessment & Financial Advisory: Understand clients' financial goals and recommend suitable financing solutions.
• Portfolio Management & Client Retention: Manage a portfolio of clients to ensure satisfaction and long-term engagement.
• Business Development: Identify upselling and cross-selling opportunities while monitoring market and competitor trends.
• Service Excellence & Collaboration: Deliver exceptional customer service and coordinate with cross-functional teams for seamless delivery.

Skills

Relationship management

Client advisory

Communication skills

Tools

MS Office

Job description

First Circleis one of thefastest-growing FinTech companies in the country, providing financial services to under-served SMEs. We've already transformed access to credit for thousands of businesses, andnow we're building a full-stack neobankoffering multi-currency bank accounts, payments, FX, corporate credit cards, and payroll. As we enter this next phase of growth, we're hiring exceptional talent with a track record of excellence to join us in shaping the next chapter.

We're looking for a customer-oriented Relationship Manager to join our team. In this role, you will be responsible for building and nurturing strong long-term relationships with our clients, understanding their financial needs, and providing them with tailored financing solutions.

We provide the best customer experience for SMEs in the Philippines - check out our Google reviews to see why our customers love us, and apply if you think you have what it takes to hit the same heights.

First Circleis one of thefastest-growing FinTech companies in the country, providing financial services to under-served SMEs. We've already transformed access to credit for thousands of businesses, andnow we're building a full-stack neobankoffering multi-currency bank accounts, payments, FX, corporate credit cards, and payroll. As we enter this next phase of growth, we're hiring exceptional talent with a track record of excellence to join us in shaping the next chapter.

We're looking for a customer-oriented Relationship Manager to join our team. In this role, you will be responsible for building and nurturing strong long-term relationships with our clients, understanding their financial needs, and providing them with tailored financing solutions.

We provide the best customer experience for SMEs in the Philippines - check out our Google reviews to see why our customers love us, and apply if you think you have what it takes to hit the same heights.

Responsibilities

• Client Relationship Management: Build and maintain strong relationships with SME owners, serving as their primary point of contact.
• Needs Assessment & Financial Advisory: Understand clients' financial goals and recommend suitable financing solutions.
• Portfolio Management & Client Retention: Manage a portfolio of clients to ensure satisfaction, loyalty, and long-term engagement.
• Business Development: Proactively identify upselling, cross-selling, and growth opportunities while staying informed on market and competitor trends.
• Service Excellence & Collaboration: Deliver exceptional customer service, resolve issues efficiently, and coordinate with cross-functional teams to ensure seamless product and service delivery.

Requirements

• Industry Experience: At least 3 years of relationship management experience - preferably in e-commerce, fintech, or a start-up company.
• Strong Communication & Relationship Skills: Excellent interpersonal abilities with a demonstrated capacity to build and maintain client relationships.
• Analytical & Decision-Making Ability: Strong problem‑solving skills with sound judgment in decision‑making.
• Self-Motivated & Independent: Ability to work independently with high initiative and accountability.
• Organizational, Technical & Networking Strength: Strong time management and organizational skills, proficiency in Microsoft Office, and preferably an established network within the business community.

Benefits

• Salary package: Dependent on experience level, plus bonus incentives for strong performance.
• Hybrid work set-up: 2 days per week in our BGC office; remote the rest of the time.
• Benefits: HMO coverage from week one, life and accidental insurance, free catered lunches, monthly fitness, transportation, and accommodation allowance, and more.
• Join a team with a deeply collaborative culture! Learn more here:https://www.firstcircle.ph/careers