Institutional Investors Relationship Manager (Pampanga)

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Position Title: Institutional Investors Relationship Manager


Role Exposure:

  • Gain deep exposure to Financial Markets, Institutional Coverage, and the end‑to‑end 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, high‑quality 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 AML‑related 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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