Relationship Manager
atramph Open · verified Sep 24, 2026 At a glance
Mid-level Account Management role at atramph. Makati City · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build client trust through proactive contact, responsive service, and consistent support for assigned accounts
- Find account opportunities, assist sales efforts, and help deliver investment and wealth solutions
- Coordinate onboarding, transaction processing, reporting, and concern resolution with internal teams
- Support portfolio expansion by contributing to assets-under-management and revenue goals
What you bring
- Strong written and verbal communication, with a professional and responsive approach to client and stakeholder relationships
- Foundational understanding of banking, investments, wealth management, or financial markets
- Initiative, integrity, adaptability, and careful organization across competing priorities
Who this fits
You’ll suit a client-facing account role where relationship building, accurate execution, and internal coordination matter every day. The position is based in Makati City and is presented as a junior relationship-management role.
From the employer
Role Summary:
The Junior Relationship Manager is responsible for supporting client acquisition, relationship management, and portfolio growth initiatives for assigned accounts. The role ensures high-quality client engagement, timely servicing, and effective coordination with internal teams to deliver investment solutions aligned with client needs and business objectives.
What Business Outcomes the Role is Responsible for:
- Strengthen Client Relationships: Build and maintain strong client relationships through proactive engagement, timely servicing, and consistent support that enhances client satisfaction and retention.
- Support Business Growth: Contribute to AUM and revenue growth by identifying client opportunities, supporting sales initiatives, and assisting in the execution of investment and wealth solutions.
- Ensure Efficient Client Support & Coordination: Deliver seamless account management by coordinating with internal teams for account onboarding, transaction processing, reporting, and resolution of client concerns within service standards.
What We’re Looking For in a Successful Candidate:
- Relationship Management & Communication Skills: Demonstrates the ability to build trust with clients and stakeholders through professionalism, responsiveness, and strong written and verbal communication skills.
- Financial Services & Investment Knowledge: Possesses foundational knowledge of banking, investments, wealth management, or financial markets, with the ability to understand and communicate investment solutions effectively.
- Drive, Integrity, Agility & Attention to Detail: Shows strong initiative, professionalism, integrity, adaptability, and organizational discipline in managing multiple priorities while ensuring accuracy and high-quality execution.
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