Relationship Manager

Reposted 4 Days Ago
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Taguig, Southern Manila District, National Capital Region
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Relationship Manager will build and maintain relationships with SME clients, understand their financial needs, and provide tailored financing solutions, ensuring satisfaction and loyalty while collaborating with teams.
Summary Generated by Built In

First Circle is one of the fastest-growing FinTech companies in the country, providing financial services to under-served SMEs. We've already transformed access to credit for thousands of businesses, and now we're building a full-stack neobank offering multi-currency bank accounts, payments, FX, corporate credit cards, and payroll. As we enter this next phase of growth, we're hiring exceptional talent with a track record of excellence to join us in shaping the next chapter.

We're looking for a customer-oriented Relationship Manager to join our team. In this role, you will be responsible for building and nurturing strong long-term relationships with our clients, understanding their financial needs, and providing them with tailored financing solutions.

We provide the best customer experience for SMEs in the Philippines - check out our Google reviews to see why our customers love us, and apply if you think you have what it takes to hit the same heights.

Responsibilities
  • 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
  • Industry Experience: At least 3 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
  • 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.
  • Additional perks & benefits: HMO coverage from month one, free catered lunches, MacBook Air provided, monthly fitness allowance, transportation & accommodation allowance, and more.
  • Join a team with a deeply collaborative culture! Learn more here: https://www.firstcircle.ph/careers

Top Skills

Microsoft Office Suite
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The Company
HQ: Taguig, Metro Manila
148 Employees
Year Founded: 2015

What We Do

Founded in 2016, First Circle is the fastest-growing fintech in the Philippines, led by an ex-Morgan Stanley and ex-Bridgewater Associates management team. We have offices in Manila, London and Hong Kong.

First Circle offers SME financing and are building smart banking solutions for businesses.

First Circle is a trusted partner of the Philippine government and is the official Finance Partner of the Department of Trade and Industry (DTI). We are also a pioneer data provider to the Credit Information Corporation (CIC) and the very first FinTech company to ever be licensed by the Securities and Exchange Commission (SEC) in the Philippines.

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