BRANCH RELATIONSHIP MANAGER MAKATI AYALA AVENUE

The Branch Relationship Manager is responsible for managing and expanding a high-value portfolio of Preferred Banking clients. You will serve as a trusted financial advisor, helping clients safeguard and grow their wealth while driving profit, market share, and business growth aligned with the Bank’s key strategic objectives.

Responsibilities

Portfolio Growth & Client Engagement

• Provide tailored financial advice and wellness strategies based on client profiles, financial goals, and risk appetites.
• Deepen relationships with existing Preferred Banking clients and proactively acquire new-to-bank high-net-worth individuals and referrals.
• Connect and build meaningful relationships with the next generation of Preferred Banking clients.
• Conduct regular portfolio reviews, service calls, and face-to-face engagements (in-branch, virtual, or off-site client visits).
• Maximize internal systems and reporting tools to spot cross-selling opportunities, track client interactions, and keep contact records strictly updated.
  
  

• Stay informed on financial market trends, economic conditions, and competitor activities to protect and grow market share.
• Plan and execute localized marketing initiatives (e.g., client forums, coffee talks) in coordination with Area Business Directors and Product/Marketing groups.
• Actively promote digital banking channels to enhance client convenience and adoption.
  
  

• Ensure prompt, high-touch delivery of banking services tailored to Preferred Banking clients.
• Address and resolve client inquiries, service requirements, and concerns well within prescribed Turnaround Times (TAT).
  
  

• Support branch operations by acting as a secondary approver for over-the-counter transactions (as contingency upon management approval).
• Recommend and secure proper endorsements for special client requests.
• Maintain strict confidentiality of client data and strictly adhere to internal operational, safety, security, and risk control standards.
  
  

• Bachelor’s Degree, preferably in Business Administration, Finance, Economics, or related disciplines.
• With 5-10 years of solid understanding of financial markets, economic trends, branch banking operations, and basic accounting principles.
• In-depth knowledge of banking products/services, customized product bundling, and digital banking platforms.
• Excellent communication, negotiation, and interpersonal skills with a strong customer-first mindset and sharp business acumen.