Sales Trader - Retail Distribution Department

RCBC; Makati; On-site; PHP 600,000 - 1,000,000; Full time

Job summary

RCBC in Makati seeks a Treasury professional to manage distribution of FI and FX products and maintain strong client relationships. You will coordinate with Treasury and other bank units to ensure complete and accurate servicing of client requirements.

The role involves trading treasury products with clients, ensuring smooth workflows, and giving feedback to the department head. You will identify opportunities and develop strategies to meet budget targets while adhering to product scope and

Qualifications

• Three years of related work experience.
• University degree in business or related field.
• Familiar with treasury regulations.
• Knowledge of FI and FX products.

Responsibilities

• Responsible for the distribution of Treasury Products (FI and FX) and the maintenance of overall client relationships.
• Treasury relationship with assigned accounts; coordinate with Treasury and other units to service client requirements.
• Trades treasury products with clients and ensures smooth, accurate transaction workflows through proper coordination with bank units.
• Provide feedback to the Department/Segment Head on issues and propose solutions; identify business opportunities and develop strategies.
• Ensure all client dealings align with authorized product scope and client suitability profiles.

Skills

Team player

Negotiation

Client communication

Treasury products

Education

Bachelor's degree in Business or related field

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.