Institutional Investors Relationship Manager (Pampanga)

Manila, PH (Onsite)  •  3 months ago
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Job Description

Be #InGoodHands with Metrobank

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

With Metrobank, a meaningful life is within your reach!

Position Title: Institutional Investors Relationship Manager

Role Exposure:

  • Gain deep exposure to Financial Markets, Institutional Coverage, and the endtoend management of NBFI and GFI relationships within one of the strongest and most trusted banks in the Philippines.
  • Strengthen your leadership capability by overseeing cross-functional coordination involving KYC due diligence, onboarding/offboarding, credit evaluation, and product suitability assessments for institutional counterparties.
  • Build a highly competitive officer track profile through hands-on involvement in complex cash management, trade and non-trade finance, and relationship oversight, guided by seasoned bankers and industry experts.

Oversees implementation of approved projects and other IICD undertakings. The core orchestrator, liaison, and manager of the total domestic and foreign Non-Bank Financial Institution(NBFI) relationships and Government Financial Institutions(GFI) of the Bank, responsible for the KYC-due diligence and on-boarding/off-boarding, credit review and evaluation of the assigned counterparties on a broader context to include review of new-to-bank and existing products and services, cash management, credit and availment of trade and non -trade finance transactions availed in the bank.

Specific Duties & Responsibilities

Relationship Management

  • Manage and assess performance of products and services availed by NBFI/GFI counterparties, including trading, investment, treasury, and cash management deals.
  • Build and maintain relationships with new and existing counterparties and present product proposals for internal approval.
  • Oversee and negotiate terms of Cash Management MOAs to ensure optimal conditions for the Bank.
  • Ensure smooth implementation of approved agreements and validate account analysis for VOSTRO accounts.
  • Handle customer inquiries and provide timely, highquality service to internal and external stakeholders.

Credit Management

  • Conduct annual establishment, review, and renewal of credit facilities for NBFI/GFI accounts.
  • Analyze financial conditions of active/prospective counterparties and recommend credit lines for management approval.
  • Endorse line availments and borrowings under approved facilities.

Information Management

  • Facilitate AML/KYC/US Patriot Act questionnaire endorsements to Compliance and monitor their assessments.
  • Address AMLrelated transactional queries in coordination with Compliance.

Cash Management Services

  • Coordinate with Head Office units on service and operational requirements for CMS implementations.
  • Lead periodic reviews of existing CMS arrangements with IICD clients.

Other Details:

Rank: Assistant Manager to Manager

Business Unit: Financial Markets

Office Location and Schedule: Metrobank Angeles Main Branch Henson St. San Nicolas, Angeles City. Onsite: Monday to Friday, 08:30 – 06:00 PM.

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