Treasury Group - Marketing Trader

BDO Unibank; Makati; On-site; PHP 500,000 - 900,000; Full time

Job summary

BDO Unibank is seeking a Marketing Trader in Makati to drive target volume and income through market coordination and treasury product offerings. The role involves trading, marketing to clients, and MIS/reporting to support revenue growth.

The ideal candidate has at least 2 years in Treasury Marketing Sales, a SEC Salesman license, and a TCP certification is advantageous. A bachelor's degree is required, with a focus on client service and cross-unit collaboration.

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.

Responsibilities

• Coordinate with different portfolio desks to obtain the best market price/rate.
• Negotiate and execute deals as confirmed with client.
• Encode deal transactions in the designated system.
• Conduct marketing calls to existing and potential clients to establish rapport and identify client needs.
• Identify potential clients within target market.
• Offer other bank products and services depending on client needs (e.g., payroll, cash management).
• Coordinate with Account Officer and other units to service and optimize bank-client relationships.
• Provide clients with recent market conditions and developments.
• Monitor client requirements and volume based on the budget.

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