Fixed Income Broker (Dagupan/Baguio-Based)

PNB Remittance Centers, Inc.; Baguio; On-site; PHP 600,000 - 900,000; Full time

Job summary

Philippine National Bank (PNB) is seeking a Fixed Income Broker to manage internal and external client relationships and drive revenue growth through fixed income, derivatives, structured products, and primary market issuances.

The role emphasizes servicing investment requirements and participating in government securities issuances in the primary market, with focus on compliance and best practice in all transactions.

Qualifications

• With SEC Fixed Income Salesman License.
• At least 2 years of experience in Treasury/Investment Sales Experience.
• Treasury Certification Program would be an advantage.

Responsibilities

• Build and maintain strong client relationships by regularly discussing fixed income, derivative products, structured product opportunities and primary market issuances. Serve as a trusted partner for clients’ fixed income needs.
• Focus on increasing volume and driving revenue through the complete suite of IDD products. Ensure meeting or exceeding revenue targets.
• Ensure strict adherence to internal policies, including those related to fixed income, derivatives, structured products, and primary market transactions. Follow all relevant regulations and the Bank’s code of conduct.
• Provide feedback on competing products, particularly in the area of derivatives and structured products, and suggest improvements to ensure the Bank remains competitive.

Job description

Philippine National Bank (PNB) is one of the country’s largest private universal banks, with strong asset and deposit growth and a broad presence in the financial industry. The bank offers a full range of banking and financial services to individual customers, small and medium enterprises, large domestic and international corporations, government institutions, and overseas Filipinos. With more than a century of stability and service excellence, PNB is committed to placing customers first and supporting their financial goals. The bank operates under the supervision of the Bangko Sentral ng Pilipinas and maintains deposit insurance coverage through PDIC, underscoring its reliability and regulatory compliance. PNB continues to build a diverse workforce to support its expanding footprint and portfolio of products and services.

Role Description

The Fixed Income Broker is responsible for managing internal and external client relationships and driving revenue growth through servicing of investment requirements, focusing on fixed income, derivatives (forwards and swaps), structured products, and primary market issuances. The Fixed Income Broker also plays a critical role in participating in government securities issuances in the primary market .

• Build and maintain strong client relationships by regularly discussing fixed income, derivative products, structured product opportunities and primary market issuances. Serve as a trusted partner for clients’ fixed income needs.
• Focus on increasing volume and driving revenue through the complete suite of IDD products. Ensure meeting or exceeding revenue targets.
• Ensure strict adherence to internal policies, including those related to fixed income, derivatives, structured products, and primary market transactions. Follow all relevant regulations and the Bank’s code of conduct.
• Provide feedback on competing products, particularly in the area of derivatives and structured products, and suggest improvements to ensure the Bank remains competitive.

Qualifications

• With SEC Fixed Income Salesman License.
• At least 2 years of experience in Treasury/Investment Sales Experience.
• Treasury Certification Program would be an advantage.