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

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Needs AssessmentAnalytical AbilityDecision-MakingTime ManagementOrganizational Skills

Soft Skills

Interpersonal AbilitiesSelf-MotivatedProblem-SolvingAccountability