center head

BDO Unibank; Makati; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

BDO Unibank is seeking an experienced treasury professional to join Ortigas-based corporate treasury team. You will coordinate with portfolio desks, quote and execute deals, and encode transactions in the system.

You will also lead marketing efforts to expand client relationships, identify opportunities, and supervise team members to meet volume and income targets, with a focus on compliance and market insight.

Qualifications

• Bachelor's degree in finance, accounting, or economics
• 5+ years of corporate treasury experience
• SEC Fixed Income Salesman License preferred
• Willing to work onsite in Ortigas

Responsibilities

• Coordinate with portfolio desks to get best market price
• Service client requirements for treasury products; quote and execute deals
• Encode dealt transactions in the designated system
• Conduct marketing calls to identify client needs and offer other bank products
• Coordinate with Account Officer to service and optimize bank-client relationships
• Supervise the trading and marketing activities of the group
• Review periodically with group members to address client concerns
• Drive attainment of volume and income targets through planning and strategy

Skills

Corporate treasury

Negotiation

Client relationship

Education

Bachelor's degree in finance, accounting, or economics

Tools

SEC Fixed Income Salesman License

Job description

Job Description:

Responsibilities:

A. Trading

1. Coordinates with the different portfolio desk in getting best market price/rate

2. Services clients requirements for all treasury products

• Gives regular quotes
• Negotiate and execute deals as confirmed with clients

3. Encode dealt transactions in the designated system

B. Marketing

1. Conduct marketing calls to existing and potential clients to establish rapport and identify client’s needs
2. Identify potential clients within target market
3. Offer other bank products and services, as needed e.g. payroll service
4. Coordinate with Account Officer in servicing and optimizing bank-client relationship
5. Accompany group members with their calls
6. Furnish clients with recent market condition and development

C. Planning and Supervising

1. Supervise the trading and marketing activities of the group members
2. Conduct periodical review with group members to address clients’ concern and needs
3. Ensure attainment of the group’s set volume and income targets through effective planning and strategy formulation

Qualifications

• Bachelors degree in finance, accounting, or economics
• With more than 5 years of progressive corporate treasury experience
• With SEC Fixed Income Salesman License is preferred
• Willing to work onsite in Ortigas

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability.