Treasury Group Lead: Market Desk & Client Strategy

BDO Unibank, Inc.; Makati; On-site; PHP 1,200,000 - 1,800,000; Full time

Job summary

BDO Unibank, Inc. in Makati seeks a seasoned treasury professional to lead corporate treasury activities, coordinate with portfolio desks, and negotiate deals to meet client requirements.

The role includes marketing to existing and potential clients, cross-selling products, supervising the team, and ensuring volume and income targets through strategic planning.

Ideal candidate holds a finance/economics degree with 5+ years of progressive treasury experience.

Qualifications

• Bachelor's degree in finance, accounting, or economics.
• More than 5 years of progressive corporate treasury experience.
• Strong negotiation and client service skills.
• Ability to supervise and plan team activities.

Responsibilities

• Coordinate with portfolio desks to secure best market prices.
• Negotiate and execute client deals.
• Encode transactions in designated systems.
• Conduct marketing calls to establish rapport with clients.
• Identify potential clients and cross-sell bank products.
• Coordinate with Account Officers to service and optimize relationships.
• Supervise trading and marketing activities; review client needs.
• Develop plans to meet group volume and income targets.

Skills

Treasury operations

Client relationship management

Negotiation

Leadership

Market analysis

Education

Bachelor's degree in finance, accounting, or economics

With more than 5 years of progressive corporate treasury experience

Job description

BDO Unibank, Inc. in Makati seeks a seasoned treasury professional to lead corporate treasury activities, coordinate with portfolio desks, and negotiate deals to meet client requirements.

The role includes marketing to existing and potential clients, cross-selling products, supervising the team, and ensuring volume and income targets through strategic planning.

Ideal candidate holds a finance/economics degree with 5+ years of progressive treasury experience.