Relationship Manager - Makati - Direct Hire

URGENT ! ! ! DIRECT HIRE ! ! !

Qualifications:

 Graduate of Business Administration, Finance, Economics, or any business-related field
 Proven track record of at least 5 years in sales, business development, or relationship management within the financial services industry
 Knowledgeable in financial products, lending principles, and credit risk assessment
 Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships
 Proficient in analyzing market trends, identifying business opportunities, and developing strategies to achieve sales targets
 Detail-oriented with strong organizational and time management skills
 Proficient in MS applications
 Familiar with banking regulations and compliance standards
 Flexible to travel for client visits and business meetings as required

Duties and Responsibilities:

 Explore and initiate the development of new borrowing accounts through direct solicitations, dealer referrals, and similar initiatives.
 Monitor market movements, changes in clients’ needs and strategies, and the development of the latest financial products.
 Conduct regular client and plant visits to establish and maintain good working relationships, obtaining first-hand information on account developments.
 Secure all pre-approval requirements necessary to evaluate borrower credit risk profiles.
 Package credit facilities suitable for clients’ needs and prepare corresponding credit proposals.
 Ensure timely preparation and submission of marketing write-ups and other credit information for credit evaluation and approval processes.
 Prepare call reports for each client visit or significant account development.
 Conduct periodic reviews and initiate the classification of accounts, particularly those with deteriorating financial or credit standing.
 Ensure receipt of complete documentary requirements before releasing any proceeds to borrowers.
 Ensure all loan or lease availments comply with existing bank policies and Bangko Sentral ng Pilipinas (BSP) regulations.
 Complete the Client Assessment Form as part of OMLF's Money Laundering and Terrorist Financing Prevention Program and any other related documents required by government regulatory agencies.
 Ensure the absolute confidentiality of records and data gathered from clients.
 Maintain complete and updated documents in credit folders.
 Ensure all information in the Client Information System (CIS) and Account Management System (AMS) is complete, accurate, and updated.
 Coordinate funding requirements and pricing information with the Treasury Division as necessary.
 Perform other assigned tasks as needed.

WORK LOCATION: Makati
SALARY RANGE: PHP 50,000 to PHP 70,000
Negotiable beyond this range but close to the specified range

*bap