Role Summary:
The Institutional Client Relationship Manager drives ATRAM’s growth by managing and expanding relationships with institutional clients such as pension funds, endowments, sovereign wealth funds, insurance companies, and corporate entities. The role focuses on deeply understanding client needs, delivering tailored investment and financial solutions, and ensuring high‑quality servicing. Success is measured through strengthened client trust, increased portfolio growth, enhanced client retention, and sustainable revenue generation for ATRAM
What Business Outcomes the Role is Responsible for:
- Strengthen Client Relationships: Expand client accounts by delivering exceptional service, proactively addressing feedback, and ensuring seamless support across clients.
- Accelerate Business Growth: Increase AUM by identifying new opportunities, driving successful sales initiatives, and contributing to a broader and stronger client portfolio.
- Apply Technical Expertise: Leverage expertise in Treasury, Trust, Commercial, and/or Private Banking products to provide clients and internal teams with effective, results-driven solutions.
What we’re looking for in a successful candidate:
- Relevant Experience: Proven background in institutional sales, business development, or relationship management, preferably with experience managing or servicing insurance clients, and a strong track record of driving client engagement, AUM growth, and revenue generation.
- Comprehensive Technical Knowledge: Solid understanding of Treasury, Trust, Commercial Banking or Private Banking products and services.
- Professional Communication & Agility: Excellent communication, writing, and presentation skills, with a polished presence and the ability to adapt to shifting priorities and meet tight deadlines.
Skills Required
- Proven experience in institutional sales, business development, or relationship management
- Experience managing or servicing insurance clients
- Track record of driving client engagement, AUM growth, and revenue generation
- Solid understanding of Treasury, Trust, Commercial Banking, or Private Banking products and services
- Excellent communication, writing, and presentation skills
- Polished professional presence and ability to adapt to shifting priorities and meet tight deadlines
What We Do
ATRAM is a Philippine asset and wealth manager focused on fund management. Through ATR Asset Management, Inc. and ATRAM Trust Corporation, it manages mutual funds, trust assets, insurance portfolios, and real estate for proprietary and third-party clients. Its tailored investment solutions span equity, fixed-income, and multi-asset strategies, supported by global market access and local investment expertise. Its digital ATRAM Prime platform also makes managed investments accessible to retail investors.
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