Relationship Manager: Client Growth & Wealth Solutions

ATRAM; Makati; On-site; PHP 334,800 - 558,000; Full time

Job summary

ATRAM is seeking a Junior Relationship Manager to support client acquisition, relationship management, and portfolio growth initiatives. The role involves ensuring high-quality client engagement and effective coordination with internal teams to deliver tailored investment solutions aligned with client needs.

The ideal candidate will build strong client relationships, identify opportunities for business growth, and manage client accounts efficiently. Strong communication skills and foundational financial services knowledge are essential.

Qualifications

• Demonstrates ability to build trust with clients and stakeholders.
• Possesses foundational knowledge of banking and investments.
• Shows initiative and integrity while managing priorities.

Responsibilities

• Build and maintain strong client relationships.
• Identify client opportunities to contribute to business growth.
• Coordinate with internal teams for efficient client support.

Skills

Relationship Management

Communication Skills

Financial Services Knowledge

Investment Knowledge

Attention to Detail

Job description

ATRAM is seeking a Junior Relationship Manager to support client acquisition, relationship management, and portfolio growth initiatives. The role involves ensuring high-quality client engagement and effective coordination with internal teams to deliver tailored investment solutions aligned with client needs.

The ideal candidate will build strong client relationships, identify opportunities for business growth, and manage client accounts efficiently. Strong communication skills and foundational financial services knowledge are essential.