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.
Skills Required
- Strong written and verbal communication skills
- Ability to build and maintain client relationships
- Foundational knowledge of banking, investments, wealth management, or financial markets
- Ability to understand and communicate investment solutions
- Initiative, professionalism, integrity, adaptability, and attention to detail
- Ability to manage multiple priorities and coordinate internal teams
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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