Strategic FI Relationship Manager, Corporate Banking

Bank of the Philippine Islands (BPI); Philippines; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

Bank of the Philippine Islands (BPI) invites a Corporate Banking Senior Relationship Manager for Financial Institutions to deepen relationships with top FI clients, including domestic and international banks and non-bank financial entities.

You will drive revenue by delivering timely financial solutions, ensure compliance and risk controls, and coordinate with product, channels, operations and legal teams to optimize wallet share.

Qualifications

• College graduate preferably with a degree in business-related discipline such as Banking, Accounting or Finance.
• Minimum of 8 years’ experience as a Relationship Manager handling Financial Institutions.
• At least 10 years of cumulative experience in Corporate Banking, Business Banking, Product Sales, Marketing, Credit, or other related financial disciplines.
• Good knowledge in markets, credit and lending, operations, credit policies, risk management and corporate finance and other commercial banking products and services to enable cross-selling.
• Knowledge of Philippines regulatory standards and compliance guidelines is also required.
• Comfortable dealing with top executives and foreigners and navigating around complex and competitive environment; excellent interpersonal, communication and listening skills; strong ability to analyze and research information; driven and motivated; professional and ethical, excellent marketing skills and client empathy

Responsibilities

• Serves the banking needs of BPI’s top Financial Institution (FI) clients including domestic and international banks, insurance companies, asset managers, and other non-bank financial entities.
• Manages affiliate accounts and ensures strict adherence to regulatory and internal policies.
• Undertakes steps to know the customer and adheres to KYC guidelines and requirements for Enhanced Due Diligence, Anti-Money Laundering Act and Audit.
• Adheres to account maintenance procedures and ensures customer information is updated at all times.
• Conduct a DOSRI analysis and Related Party Account vetting in line with the Bank’s policies and procedures for affiliate accounts.
• Initiates sales calls, client engagements, and visits, independent of its Team Head and ensure that all their clients are properly covered.
• Ensures attainment of income and volume targets through business development strategies and initiatives.
• Grows revenue, volume and profitability by providing timely and appropriate financial solutions within bank policies.
• Crafts account strategies pursuant to an account plan and implements relationship management strategy.
• Works with product partners to identify product gaps, leads and opportunities.
• Assists in the sales process to ensure product opportunities lead to closed sales; schedules client calls; follows up with product partners and clients; resolves issues.
• Negotiates loan terms and documentation with our Legal partners; coordinates with Credit Partners for renewal and line setup.
• Monitors credit quality of loan portfolio and pursues recovery options if needed.
• Coordinates with service teams to ensure timely submission of documents and accurate collection of amounts due.

Skills

Relationship management

Financial analysis

Negotiation

Client engagement

KYC & AML

Education

College degree in Banking/Finance/Accounting

Job description

Bank of the Philippine Islands (BPI) invites a Corporate Banking Senior Relationship Manager for Financial Institutions to deepen relationships with top FI clients, including domestic and international banks and non-bank financial entities.

You will drive revenue by delivering timely financial solutions, ensure compliance and risk controls, and coordinate with product, channels, operations and legal teams to optimize wallet share.