FOREX SOLUTIONS ADVISOR

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 900,000 - 1,200,000; Full time

Job summary

BPI (Bank of the Philippine Islands) seeks a specialist to grow Foreign Exchange (FX) and Multi-currency Investments through branches in Metro Manila. The role implements local area plans and portfolio coverage strategies to support the flows business.

Responsibilities include achieving income and volume targets, distributing targets, training branch staff, and providing performance reports. The ideal candidate has a finance background with treasury/markets knowledge and professional

Qualifications

• Strong communication and presentation skills.

Responsibilities

• Implement strategies to achieve income and volume targets.
• Distribute targets across assigned areas.
• Execute local activities to increase branch reach.
• Build and maintain relationships with Branch Managers, Relationship Managers, and branch staff.
• Provide regular production and performance reports to branches.
• Conduct branch training sessions and workshops.
• Gather feedback from branches and recommend improvements.
• Support local marketing activities and promotions.
• Guide branches on compliant and ethical treasury solutions.
• Monitor performance and ensure targets are achieved.
• Manage expenses effectively to maximize results.
• Perform other duties as assigned by Management.

Education

Bachelor's Degree in Business, Accounting, Finance, Economics, or a related field

Master's Degree in a related field is an advantage

Job description

This position is responsible to grow the Foreign Exchange (FX) and Multi-currency Investments through branches in support of the flows business by implementing local area plans and portfolio coverage strategies .

Key Responsibilities:

• Implement strategies to achieve income and volume targets.
• Distribute targets across assigned areas.
• Execute local activities to increase branch reach.
• Build and maintain relationships with Branch Managers, Relationship Managers, and branch staff.
• Provide regular production and performance reports to branches.
• Conduct branch training sessions and workshops.
• Gather feedback from branches and recommend improvements.
• Support local marketing activities and promotions.
• Guide branches on compliant and ethical treasury solutions.
• Monitor performance and ensure targets are achieved.
• Manage expenses effectively to maximize results.
• Perform other duties as assigned by Management.

Qualifications

• Bachelor's Degree in Business, Accounting, Finance, Economics, or a related field.
• Master's Degree in a related field is an advantage.
• Knowledge of Treasury, Financial Markets, and Capital Markets.
• SEC Fixed Income Salesman certification is an advantage.
• Certified Treasury Professional (CTP) certification is an advantage.
• Strong communication and presentation skills.