About the Role
We are scaling our Deposits Division and expanding the Relationship Manager team. We are looking for an experienced and driven Team Lead to manage and grow a high-performing RM group focused on acquiring large deposits from high-value, HNW, and affluent clients.
This role requires solid banking experience in the Philippines, strong expertise in deposit products, and an established client network. We are specifically looking for a younger, digital-minded leader who can drive day-to-day execution, enforce performance discipline, and operate effectively in a fast-moving, growth-oriented environment.
Ideally, candidates should come from digital banks, fintech companies, or other fast-scaling financial institutions rather than purely traditional banking environments.
Key Responsibilities
- Lead, coach, and expand a team of Relationship Managers across multiple geographic zones (NCR North/South/East/West and nearby provinces).
Drive acquisition of large time deposits and ensure strong conversion from client meetings to successfully opened accounts. - Provide hands-on support to RMs during client negotiations, objection handling, and deal closing.
- Conduct regular performance reviews, set clear KPIs, and ensure consistent achievement of targets.
- Instill daily performance management and operational discipline within the team.
- Strengthen processes covering client meetings, documentation flow, coordination with branches, Compliance, and Operations.
- Develop and execute sales strategies to expand the bank’s HNW and affluent client base.
- Collaborate closely with Telesales, Marketing, and Product teams to support deposit campaigns and acquisition initiatives.
- Maintain strong portfolio quality while delivering an excellent client experience.
- Report key metrics including pipeline, performance, and forecasts to senior management.
Qualifications
- Bachelor’s degree in Business, Finance, Economics, or a related discipline.
- Proven banking experience in the Philippines, with strong exposure to deposits, wealth management, or branch leadership.
- Demonstrated track record of successfully acquiring substantial deposits and managing relationships with High-Net-Worth (HNW) and mass affluent clients.
- Prior experience leading and managing a sales or Relationship Manager team, with accountability for performance targets.
- Established personal client networks are highly advantageous.
- Strong leadership capability with a track record of developing, motivating, and driving accountability within high-performing sales teams.
- Excellent communication, presentation, and negotiation skills; confident and credible in senior client-facing engagements.
- Solid understanding of digital banking products and modern customer acquisition strategies.
- Comfortable operating in a fast-paced, performance-driven, and growth-oriented environment.
- Proven ability to manage multiple geographic zones, perform under pressure, and consistently deliver against ambitious targets.
What We Offer
- Opportunity to build and lead one of the fastest-growing RM teams in the market.
- Competitive compensation package with performance-based incentives.
- Dynamic, fast-moving environment with strong leadership support and quick decision-making.
- Clear career progression as we continue to scale the Deposits Division.