Relationship Manager

ATR ASSET MANAGEMENT, INC.; Philippines; On-site; PHP 300,000 - 600,000; Full time

Job summary

ATR Asset Management, Inc. is seeking a Junior Relationship Manager in the Philippines to support client acquisition, relationship management, and portfolio growth for assigned accounts.

You will ensure high-quality engagement, timely servicing, and coordinate with internal teams to deliver investment solutions aligned with client needs. Key responsibilities include strengthening relationships, supporting growth through client opportunities, and coordinating onboarding, reporting, and issue

Qualifications

• Experience in client engagement and portfolio support.
• Understanding of banking, investments, or wealth management concepts.
• Strong attention to detail and coordination abilities.

Responsibilities

• Strengthen client relationships through proactive engagement, timely servicing, and consistent support.
• Support business growth by identifying opportunities and assisting in investment/wealth solutions execution.
• Ensure efficient client support by coordinating onboarding, transactions, reporting, and issue resolution.

Skills

Client relationship management

Communication skills

Financial services knowledge

Job description

Role Summary:

The Junior Relationship Manager is responsible for supporting client acquisition, relationship management, and portfolio growth initiatives for assigned accounts. The role ensures high-quality client engagement, timely servicing, and effective coordination with internal teams to deliver investment solutions aligned with client needs and business objectives.

What Business Outcomes the Role is Responsible for:

• Strengthen Client Relationships: Build and maintain strong client relationships through proactive engagement, timely servicing, and consistent support that enhances client satisfaction and retention.
• Support Business Growth: Contribute to AUM and revenue growth by identifying client opportunities, supporting sales initiatives, and assisting in the execution of investment and wealth solutions.
• Ensure Efficient Client Support & Coordination: Deliver seamless account management by coordinating with internal teams for account onboarding, transaction processing, reporting, and resolution of client concerns within service standards.

What We’re Looking For in a Successful Candidate:

• Relationship Management & Communication Skills: Demonstrates the ability to build trust with clients and stakeholders through professionalism, responsiveness, and strong written and verbal communication skills.
• Financial Services & Investment Knowledge: Possesses foundational knowledge of banking, investments, wealth management, or financial markets, with the ability to understand and communicate investment solutions effectively.
• Drive, Integrity, Agility & Attention to Detail: Shows strong initiative, professionalism, integrity, adaptability, and organizational discipline in managing multiple priorities while ensuring accuracy and high-quality execution.