Institutional Investors Relationship Manager (Pampanga)
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Position Title: Institutional Investors Relationship Manager
Role Exposure:
- Gain deep exposure to Financial Markets, Institutional Coverage, and the end‑to‑end management of NBFI and GFI relationships within one of the strongest and most trusted banks in the Philippines.
- Strengthen your leadership capability by overseeing cross-functional coordination involving KYC due diligence, onboarding/offboarding, credit evaluation, and product suitability assessments for institutional counterparties.
- Build a highly competitive officer track profile through hands-on involvement in complex cash management, trade and non-trade finance, and relationship oversight, guided by seasoned bankers and industry experts.
Job Summary:
Oversees implementation of approved projects and other IICD undertakings. The core orchestrator, liaison, and manager of the total domestic and foreign Non-Bank Financial Institution(NBFI) relationships and Government Financial Institutions(GFI) of the Bank, responsible for the KYC-due diligence and on-boarding/off-boarding, credit review and evaluation of the assigned counterparties on a broader context to include review of new-to-bank and existing products and services, cash management, credit and availment of trade and non -trade finance transactions availed in the bank.
Specific Duties & Responsibilities
Relationship Management
- Manage and assess performance of products and services availed by NBFI/GFI counterparties, including trading, investment, treasury, and cash management deals.
- Build and maintain relationships with new and existing counterparties and present product proposals for internal approval.
- Oversee and negotiate terms of Cash Management MOAs to ensure optimal conditions for the Bank.
- Ensure smooth implementation of approved agreements and validate account analysis for VOSTRO accounts.
- Handle customer inquiries and provide timely, high‑quality service to internal and external stakeholders.
Credit Management
- Conduct annual establishment, review, and renewal of credit facilities for NBFI/GFI accounts.
- Analyze financial conditions of active/prospective counterparties and recommend credit lines for management approval.
- Endorse line availments and borrowings under approved facilities.
Information Management
- Facilitate AML/KYC/US Patriot Act questionnaire endorsements to Compliance and monitor their assessments.
- Address AML‑related transactional queries in coordination with Compliance.
Cash Management Services
- Coordinate with Head Office units on service and operational requirements for CMS implementations.
- Lead periodic reviews of existing CMS arrangements with IICD clients.
Other Details:
Rank: Assistant Manager to Manager
Business Unit: Financial Markets
Office Location and Schedule: Metrobank Angeles Main Branch Henson St. San Nicolas, Angeles City. Onsite: Monday to Friday, 08:30 – 06:00 PM.