Dynamic Treasury Marketing Trader

BDO Unibank; Makati; On-site; PHP 500,000 - 900,000; Full time

Job summary

BDO Unibank is seeking a Marketing Trader in Makati to drive target volume and income through market coordination and treasury product offerings. The role involves trading, marketing to clients, and MIS/reporting to support revenue growth.

The ideal candidate has at least 2 years in Treasury Marketing Sales, a SEC Salesman license, and a TCP certification is advantageous. A bachelor's degree is required, with a focus on client service and cross-unit collaboration.

Qualifications

• Holder of a Bachelor's Degree.
• At least 2 years' experience in Treasury Marketing Sales.
• Must be a SEC Licensed Salesman.
• Treasury Certification Program (TCP) certified is an advantage.

Responsibilities

• Coordinate with different portfolio desks to obtain the best market price/rate.
• Negotiate and execute deals as confirmed with client.
• Encode deal transactions in the designated system.
• Conduct marketing calls to existing and potential clients to establish rapport and identify client needs.
• Identify potential clients within target market.
• Offer other bank products and services depending on client needs (e.g., payroll, cash management).
• Coordinate with Account Officer and other units to service and optimize bank-client relationships.
• Provide clients with recent market conditions and developments.
• Monitor client requirements and volume based on the budget.

Education

Bachelor's Degree

Job description

BDO Unibank is seeking a Marketing Trader in Makati to drive target volume and income through market coordination and treasury product offerings. The role involves trading, marketing to clients, and MIS/reporting to support revenue growth.

The ideal candidate has at least 2 years in Treasury Marketing Sales, a SEC Salesman license, and a TCP certification is advantageous. A bachelor's degree is required, with a focus on client service and cross-unit collaboration.