Market Sales Officer

China Bank PH; Philippines; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

China Bank Philippines seeks a Market Sales Officer (Financial Markets Segment) focused on corporate and institutional clients. Build connections, present treasury solutions, and stay informed on market movements to support client decisions.

You will offer FX Spot, forwards, and swaps, collaborating with relationship managers and business units to grow client relationships and contribute to revenue objectives.

Qualifications

• Bachelor's degree or higher in a business/finance-related field.
• Experience in sales, client relationship management, or financial services.
• Exposure to foreign exchange sales and marketing is preferred.
• Knowledge of FX Spot and FX Derivatives.
• Strong communication, presentation, and negotiation skills.
• Ability to analyze client requirements and tailor financial solutions.
• Proactive, customer-focused, and results-driven mindset.
• CTP certification is an advantage.

Responsibilities

• Develop and manage relationships with corporate and institutional clients.
• Introduce and market FX solutions including FX Spot, Forwards, and Swaps.
• Acquire new clients while re-engaging existing accounts.
• Conduct client meetings and marketing calls with relationship managers.
• Provide competitive FX quotations and market updates.
• Assess client FX exposures and recommend hedging solutions.
• Cross-sell other banking products to deepen relationships.
• Monitor transactions and coordinate trade processing and settlement.
• Maintain records of FX positions and client activity.
• Share treasury knowledge with colleagues and trainees when needed.

Skills

FX Sales

Client Relationships

Financial Services

Communication

Negotiation

Market Knowledge

Education

Bachelor's degree in Banking and Finance

Bachelor's degree in Commerce

Bachelor's degree in Marketing

Bachelor's degree in Business or related field

Job description

Market Sales Officer (Financial Markets Segment)

About You & the Role

You are a relationship-driven sales professional who enjoys working with clients, understanding their business needs, and helping them navigate financial markets. You are comfortable building connections, presenting solutions, and staying informed about market movements that may affect clients businesses.

As a Market Sales Officer, you will help corporate and institutional clients manage their foreign exchange requirements by offering treasury products and solutions such as foreign exchange spot and derivative products. You will work closely with relationship managers, account managers, and various business units to grow client relationships while contributing to the bank's sales and revenue objectives.

What You Will Be Doing

• Develop and manage relationships with corporate and institutional clients.
• Introduce and market foreign exchange solutions, including FX Spot, FX Forwards, and FX Swaps, to meet clients business needs.
• Proactively identify and acquire new clients while re-engaging existing accounts.
• Conduct client meetings and marketing calls, both independently and alongside relationship managers and account managers.
• Provide competitive foreign exchange quotations and market updates to clients.
• Understand clients businesses, assess their foreign exchange exposures, and recommend suitable hedging solutions.
• Cross-sell other banking products and services to deepen client relationships.
• Monitor transactions and coordinate the end-to-end trade processing and settlement of deals.
• Maintain accurate records and reports related to foreign exchange positions and client activities.
• Support product knowledge sessions and share expertise with colleagues and trainees when needed.

What Success Looks Like

In this role, success means:

• Growing foreign exchange sales volume and generating new business opportunities.
• Building a strong portfolio of active corporate accounts and maintaining long-term client relationships.
• Becoming a trusted adviser who provides timely market insights and practical treasury solutions.
• Collaborating effectively with internal stakeholders to deliver excellent client service.
• Ensuring transactions are executed accurately and in compliance with internal policies and regulatory requirements.
• Continuously expanding your knowledge of financial markets and treasury products.

Qualifications

We're looking for candidates who have:

• A Bachelor's degree in Banking and Finance, Commerce, Marketing, or any business, mathematics, or science-related course.
• Experience in sales, client relationship management, or financial services.
• Preferably with exposure to foreign exchange sales and marketing.
• Knowledge of foreign exchange products, including FX Spot and FX Derivatives.
• Strong communication, presentation, negotiation, and relationship-building skills.
• The ability to analyze client requirements and identify suitable financial solutions.
• A proactive, customer-focused, and results-oriented mindset.
• Certified Treasury Professional (CTP) certification is an advantage.

What You Can Expect Here

• Exposure to the fast-paced world of financial markets and treasury sales.
• Opportunities to work closely with corporate decision-makers and industry leaders.
• Continuous learning in foreign exchange, derivatives, and other financial market products.
• A collaborative environment that encourages professional growth and development.
• The opportunity to build expertise in client advisory, relationship management, and treasury solutions.
• A role where your contributions directly impact business growth and client success.