Relationship Manager

Remote: 
Full Remote
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Offer summary

Qualifications:

Proven experience in sales or relationship management, preferably in banking or financial services., Strong sales, negotiation, and persuasion skills with a track record of meeting targets., Excellent communication and interpersonal skills to build trust with high-net-worth clients., Bachelor’s degree in finance, business, economics, or a related field is preferred..

Key responsibilities:

  • Handle incoming leads and schedule meetings with potential deposit clients.
  • Meet with high-net-worth individuals to build relationships and guide them through the deposit process.
  • Drive deposit growth by identifying and reaching out to potential clients.
  • Maintain accurate records of client interactions and transactions in the CRM system.

Salmon Group Ltd logo
Salmon Group Ltd https://salmon.ph
51 - 200 Employees
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Job description

Salmon – Who We Are and What We Do


Salmon is a fast-growing consumer FinTech group, founded in July 2022 with the vision of creating the best credit-led, technology-centric bank in Southeast Asia. We chose the Philippines to be our first market and are now a licensed bank and consumer-lending group.


Salmon was founded by three Co-founders who built and held senior leadership positions at Tinkoff, a highly successful tech-enabled bank that reached a market capitalization of more than US$20bn.

Salmon has built a highly qualified and global team of finance and technology professionals and is backed by world-class investors, which include International Finance Corporation (a member of the World Bank Group), Lunate (an investment management vehicle affiliated to the sovereign wealth fund of Abu Dhabi), and other prominent Fintech investors.


We are building a financial technology business that works impeccably 24x365, creating thousands of jobs and providing high quality access to finance for millions of Filipinos — and would love to have you join us on this journey. The new world is ours to discover together.


Responsibilities

  • Handle incoming leads from the website, conduct initial outreach, and schedule meetings with potential deposit clients.
  • Meet with high-net-worth individuals, build relationships, and guide them through the deposit process.
  • Address client concerns, provide detailed information about the bank, and ensure they feel confident in their decision.
  • Drive deposit growth by proactively identifying and reaching out to potential clients.
  • Develop and maintain a personal client portfolio, ensuring a high level of customer satisfaction.
  • Work closely with internal teams (compliance, legal, operations) to facilitate a seamless onboarding and deposit process.
  • Stay informed about market trends, competitor offerings, and financial products to provide the best advice to clients.
  • Achieve and exceed deposit targets by utilizing strong sales and negotiation skills.
  • Maintain accurate records of client interactions and transactions in the CRM system.


Requirements

  • Proven experience in sales, relationship management, or wealth management, preferably in banking or financial services.
  • Strong sales, negotiation, and persuasion skills with a track record of meeting or exceeding targets.
  • Excellent communication and interpersonal skills to build trust and long-term relationships with high-net-worth clients.
  • Ability to handle objections and effectively address client concerns with confidence and professionalism.
  • Self-motivated, proactive, and goal-oriented mindset with a high level of persistence.
  • Experience in working with time deposits, investment products, or financial services is a plus.
  • Existing client network in the high-net-worth segment is an advantage.
  • Bachelor’s degree in finance, business, economics, or a related field is preferred.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Negotiation
  • Sales
  • Relationship Management
  • Communication
  • Proactivity
  • Persistence
  • Goal-Oriented
  • Social Skills
  • Self-Motivation

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