Relationship Manager at First Circle

Taguig, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

0.0

Posted On

07 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Financial Advisory, Portfolio Management, Business Development, Upselling, Cross-selling, Problem Solving, Time Management, Microsoft Office, Networking

Industry

Financial Services

Description

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. 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. 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

Responsibilities

The role involves building and maintaining long-term relationships with SME owners to provide tailored financing solutions. Responsibilities include portfolio management, identifying growth opportunities, and collaborating with cross-functional teams to ensure service excellence.