RETAIL TRADING OFFICER

BPI (Bank of the Philippine Islands); Makati; On-site; PHP 350,000 - 700,000; Full time

Job summary

Bank of the Philippine Islands is seeking a professional to manage the multi-currency investments segment for Retail Sales in Metro Manila. The role covers pre- and post-dealing activities for FX Bond and Hedged Investments, plus execution for retail client deals from branches.

The candidate will identify growth opportunities, prepare management reports, and coordinate with related units to support business objectives, acting as an alternate officer for Retail Sales when needed.

Qualifications

• Bachelor's degree in finance, Economics, Business, Banking, or a related field.
• Knowledge of Treasury, Financial Markets, and Capital Markets is an advantage.
• Familiarity with FX and Fixed Income products and regulations is preferred.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.

Responsibilities

• Manage the overall multi-currency investments business for Retail Sales.
• Identify business growth opportunities and help drive sales performance.
• Prepare and submit management reports.
• Act as alternate officer for Retail Sales when required.
• Assist N2 and N3 officers in marketing and sales activities.
• Coordinate with relevant units to support business objectives.
• Perform other duties as assigned by Management.

Skills

Analytical

Problem-solving

Verbal communication

Written communication

Education

Bachelor's degree in finance

Job description

This position is primarily responsible for providing pre- and post-dealing activities for Multi-currency Investments to include FX Bond (FI) and Hedged Investments (HI) as well as order execution for deals of retail clients from the branches.

Key Responsibilities:

• Manage the overall multi-currency investments business for Retail Sales.
• Identify business growth opportunities and help drive sales performance.
• Prepare and submit management reports.
• Act as alternate officer for Retail Sales when required.
• Assist N2 and N3 officers in marketing and sales activities.
• Coordinate with relevant units to support business objectives.
• Perform other duties as assigned by Management.

Qualifications

• Bachelor's degree in finance, Economics, Business, Banking, or a related field.
• Knowledge of Treasury, Financial Markets, and Capital Markets is an advantage.
• Familiarity with FX and Fixed Income products and regulations is preferred.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication skills.