Relationship Manager (Corporate Banking Background)

First Circle; Taguig; Hybrid; PHP 700,000 - 1,200,000; Full time

Benefits offered by this job

HMO coverage

Life and accidental insurance

Free catered lunches

Monthly fitness

Transportation allowance

Accommodation allowance

Job summary

First Circle in the Philippines is hiring a Relationship Manager focused on corporate banking or SME loans. You will build and nurture long-term client relationships, assess financing needs, and tailor solutions to help SMEs scale.

You will manage a portfolio, pursue business development opportunities, and collaborate with product and operations teams to ensure seamless service delivery. The role is hybrid with 2 days in our BGC office and remote the rest.

Qualifications

• 3–10 years of relationship management experience, banking or lending preferred.
• Focus on business loans and SME banking.
• Strong communication and interpersonal skills.
• Analytical thinker with sound judgment.
• Self-motivated, independent, and well-organized.
• Existing network within the business community is a plus.

Responsibilities

• Manage and grow a portfolio of SME clients.
• Assess client needs and tailor financing solutions.
• Maintain long-term client relationships and retention.
• Identify upsell and cross-sell opportunities; stay aware of market trends.
• Collaborate with cross-functional teams to deliver service excellence.

Skills

Client relationship management

Financial advisory

Portfolio management

Business development

Communication skills

Negotiation

Networking

Microsoft Office

Tools

CRM software

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 focused on corporate banking or SME business loans 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.

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.

• Industry Experience: 3-10 years of relationship management experience - preferably in banking, financial services, or lending industries. Focus or specialization in business loans is highly preferred.
• 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.

• 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