Sales Trader - Retail Distribution Department

RCBC; Makati; On-site; PHP 700,000 - 1,000,000; Full time

Job summary

RCBC in Makati is seeking a Treasury professional to manage the distribution of Treasury Products (FI and FX) and maintain relationships with assigned accounts.

You will trade treasury products with clients, ensuring workflows are smooth by coordinating with Treasury and other bank units, while aligning client dealings with approved product scopes and suitability.

Qualifications

• University degree in business or related field required.
• Minimum of three years work experience in treasury or related field.
• Knowledge of government and industry regulations.
• Technical knowledge of treasury products and relevant regulations.

Responsibilities

• Distribute Treasury Products (FI and FX) and maintain relationships with assigned accounts.
• Trade treasury products with clients and ensure smooth workflows through proper coordination with the bank units.
• Coordinate with Treasury and other bank units for efficient servicing of client requirements.
• Provide feedback to the Department/Segment Head on issues and solutions facing the department.
• Identify business opportunities and develop strategies to meet budgetary goals.
• Ensure all client dealings are in line with the approved product scope and client suitability profile.

Skills

Treasury knowledge

Client relationship management

Negotiation

Regulatory compliance

Team player

Education

Bachelor's degree in Business

Tools

BAP Treasury-Certified Professional

Certified Fixed Income Market Salesman

Job description

• Responsible for the distribution of Treasury Products (FI and FX) and the maintenance of overall
• Treasury relationship with assigned accounts. Closely coordinates with Treasury and other business units to ensure complete and effective servicing of clients' requirements.

Job Summary

• Responsible for the distribution of Treasury Products (FI and FX) and the maintenance of overall
• Treasury relationship with assigned accounts. Closely coordinates with Treasury and other business units to ensure complete and effective servicing of clients' requirements.

How will you contribute?

• Trades treasury products with clients and ensures that workflows of transactions are
• performed smoothly and accurately through proper coordination with the concerned units of
• the bank.
• Ensures proper coordination with concerned
• units of the bank for efficient processing of transactions.
• Provides feedback to the Department/Segment Head on various issues facing the
• department and its possible solutions, as may be relevant.
• Identifies business opportunities and develops innovative strategies to meet budgetary goals.
• Ensures that all client dealings are in line with the authorized product scope consistent with
• the client suitability profile and/or the prescribed products authorized as stated in the client
• Sec Cert.

What will make you successful?

• A team player with the skills to banter and negotiate with the client, able to carry the conversation towards a bright and goal fulfilling end that will contribute towrds the business units.
• University graduate from a reputable educational institution, preferably of a business-related course
• Knowledge of Specific Functional Work:
• BAP Treasury-Certified Professional
• Certified Fixed Income Market Salesman
• Familiar with pertinent government and industry regulations
• Technical knowledge of Treasury products and relevant regulations
• Minimum of Three (3) years work-experience in a related field.