Sales Trader - Retail Distribution Department

RCBC; Makati; On-site; PHP 1,500,000 - 2,300,000; Full time

Job summary

RCBC is seeking a Treasury professional to oversee the distribution of FI and FX products and maintain strong client relationships. The role requires coordinating with Treasury and other units to ensure seamless servicing of client requirements and adherence to regulatory guidelines.

The ideal candidate brings at least three years of treasury experience, familiarity with government and industry regulations, and certifications relevant to treasury products.

Qualifications

• Three years of work experience in treasury or related field.
• Knowledge of government and industry regulations relevant to treasury.
• Technical knowledge of treasury products and applicable regulations.
• Familiarity with securities and client suitability guidelines.

Responsibilities

• Trades treasury products with clients and ensures workflows are executed smoothly through coordination with bank units.
• Maintains treasury relationships with assigned accounts and coordinates with Treasury and other units to service client requirements.
• Ensures proper coordination with bank units for efficient processing of transactions.
• Provides feedback to the Department/Segment Head on issues and potential solutions.
• Identifies business opportunities and develops strategies to meet budgetary goals.
• Ensures client dealings are in line with the client suitability profile and approved product scope.

Skills

Negotiation with clients

Team player / collaboration

Client relationship management

Knowledge of Treasury products

Regulatory compliance awareness

Education

University degree in business or related field

Tools

BAP Treasury-Certified Professional

Certified Fixed Income Market Salesman

Job description

Job Description:

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.