Treasury Center Lead: Trading & Marketing Strategy

BDO Unibank; Makati; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

BDO Unibank is seeking an experienced treasury professional to join Ortigas-based corporate treasury team. You will coordinate with portfolio desks, quote and execute deals, and encode transactions in the system.

You will also lead marketing efforts to expand client relationships, identify opportunities, and supervise team members to meet volume and income targets, with a focus on compliance and market insight.

Qualifications

• Bachelor's degree in finance, accounting, or economics
• 5+ years of corporate treasury experience
• SEC Fixed Income Salesman License preferred
• Willing to work onsite in Ortigas

Responsibilities

• Coordinate with portfolio desks to get best market price
• Service client requirements for treasury products; quote and execute deals
• Encode dealt transactions in the designated system
• Conduct marketing calls to identify client needs and offer other bank products
• Coordinate with Account Officer to service and optimize bank-client relationships
• Supervise the trading and marketing activities of the group
• Review periodically with group members to address client concerns
• Drive attainment of volume and income targets through planning and strategy

Skills

Corporate treasury

Negotiation

Client relationship

Education

Bachelor's degree in finance, accounting, or economics

Tools

SEC Fixed Income Salesman License

Job description

BDO Unibank is seeking an experienced treasury professional to join Ortigas-based corporate treasury team. You will coordinate with portfolio desks, quote and execute deals, and encode transactions in the system.

You will also lead marketing efforts to expand client relationships, identify opportunities, and supervise team members to meet volume and income targets, with a focus on compliance and market insight.