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Institutional Investors Relationship Manager (Pampanga)

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Job Description - Institutional Investors Relationship Manager (Pampanga)


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.


 


 


Job Summary:


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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About the Company

Meaningful Banking From Metrobank

Don't let the name fool you -- Metrobank is a global operation. The Metropolitan Bank and Trust Company provides a full range of banking services to individual and commercial clients through around 800 offices in the Philippines, Asia, Europe, and the US. Its services include deposits, savings, loan...

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