FX Growth Advisor for Branch Network

Bank of the Philippine Islands (BPI)

Manila

On-site

PHP 500,000 - 800,000

Full time

4 days ago
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Job summary

Bank of the Philippine Islands (BPI) is seeking a Forex Solutions Advisor in Manila to grow FX and multi-currency investments through branches. The role focuses on implementing local area plans, portfolio coverage strategies, and driving income targets with strong branch collaboration.

The candidate should have a bachelor's degree in a related field, with masters as an advantage, and knowledge of treasury, financial markets, and capital markets.

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.

Responsibilities

  • Grow the Foreign Exchange (FX) and Multi-currency Investments through branches.
  • Implement local area plans and portfolio coverage strategies to meet targets.
  • Distribute targets across assigned areas and monitor progress.
  • Build and maintain relationships with Branch Managers, Relationship Managers, and 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.

Skills

Strong communication
Presentation skills

Education

Bachelor's degree
Master's degree (advantage)

Job description

Bank of the Philippine Islands (BPI) is seeking a Forex Solutions Advisor in Manila to grow FX and multi-currency investments through branches. The role focuses on implementing local area plans, portfolio coverage strategies, and driving income targets with strong branch collaboration.

The candidate should have a bachelor's degree in a related field, with masters as an advantage, and knowledge of treasury, financial markets, and capital markets.

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