Treasury Group - Marketing Trader

BDO Unibank; Makati; On-site; PHP 600,000 - 900,000; Full time

Job summary

BDO Unibank, Inc. is seeking a Marketing Trader responsible for generating target volume and income through Treasury products.

You will coordinate with portfolio desks to secure the best market prices and service client treasury needs, while marketing to existing and potential clients and coordinating with Account Officers. The role requires a Bachelor's degree and at least 2 years in Treasury Marketing Sales, plus SEC salesperson licensing; TCP certification is a plus.

Qualifications

• Holder of a Bachelor's Degree.
• At least 2 years' experience in Treasury Marketing Sales.
• Must be SEC Licensed Salesman.
• TCP certification is an advantage.

Responsibilities

• Coordinate with different portfolio desks to obtain best market price/rate.
• Service client’s requirements for all treasury transactions.
• Negotiate and execute deals as confirmed with client.
• Conducts marketing calls to existing and potential clients to establish rapport and identify client’s needs.
• Identifies potential clients within target market.
• Offers other bank products and services depending on client need, e.g. payroll, cash management.
• Coordinates with Account Officer and other business units in servicing and optimizing bank-client relationship.
• Provides client with recent market condition and developments.
• Monitors client’s requirements and volume based on budget given.

Skills

Treasury marketing sales

Client relationship management

Market awareness

Education

Bachelor's Degree

Job description

The Marketing Trader is responsible for generating target volume and income based on assigned market coverage and Treasury products.

Duties and Responsibilities:

A. Trading

• Coordinates with different portfolio desks in getting the best market price/rate
• Services client’s requirements for all treasury transactions

2.2. Negotiates and executes deals as confirmed with client

• Encodes deal transactions in the designated system

B. Marketing

• Conducts marketing calls to existing and potential clients to establish rapport and identify client’s needs
• Identifies potential clients within target market
• Offers other bank products and services depending on their need, e.g. payroll, cash management
• Coordinates with Account Officer and other business units in servicing and optimizing bank-client relationship
• Provides client with recent market condition and developments
• Consistently be in the look‑out for client’s needs

C. MIS and Reporting

• Submits periodic performance reports to immediate supervisor
• Provides market feedback and account update to immediate supervisor
• Monitors client’s requirements and volume based on budget given
• Performs other function as maybe assigned from time to time

Qualifications:

• Holder of a Bachelor's Degree
• At least 2 years' experience in Treasury Marketing Sales
• Must be a SEC Licensed Salesman
• Treasury Certification Program (TCP) certified is an advantage