Relationship Manager

First Circle

Relationship Manager fostering strong client relationships for a leading FinTech company. Advising SMEs on financial solutions while managing portfolios and driving business development efforts.

Posted 7/3/2026full-timeTaguig • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, financial advisory, and portfolio management, with a strong focus on delivering exceptional service and identifying growth opportunities. Proficient in analytical decision-making and possesses strong organizational skills to manage client needs effectively.

Highest-signal resume keywords

Client Relationship ManagementFinancial AdvisoryPortfolio ManagementBusiness DevelopmentStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Needs AssessmentAnalytical AbilityDecision-MakingTime ManagementOrganizational Skills

Soft Skills

Interpersonal AbilitiesSelf-MotivatedProblem-SolvingAccountability

Tools & Technologies

Microsoft Office

Industry Keywords

BankingFinancial ServicesLendingClient RetentionCross-SellingUpsellingMarket TrendsService Excellence

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Industry Experience: 3-5 years of relationship management experience - preferably in banking, financial services, or lending.
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.

Benefits

Comp & perks

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.
Perks & benefits: HMO coverage from month one, free catered lunches, monthly fitness allowance, transportation & accommodation allowance, and more.
Join a team with a deeply collaborative culture! Learn more here: https://www.firstcircle.ph/careers