Institutional Client Relationship Manager

Confidential

Makati City, Metro Manila Hybrid permanent

Posted: March 12, 2026

Quick 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.

Job Description

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 sales, business development, or relationship management, with a strong track record of driving client engagement and growth

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.

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