Treasury Marketing Trader — Client Growth & Deal Execution

BDO Unibank; Makati; On-site; PHP 600,000 - 1,200,000; Full time

Job summary

BDO Unibank's Marketing Trader is responsible for generating target volume and income based on assigned market coverage and Treasury products. This role coordinates with different portfolio desks to obtain the best market price and services clients' treasury needs.

Duties include marketing to existing and potential clients, identifying needs, cross-selling payroll and cash management, coordinating with Account Officers, and providing market updates.

Qualifications

• Bachelor's degree required.
• At least 2 years' experience in Treasury Marketing Sales.
• SEC Licensed Salesman required.
• TCP certification is an advantage.

Responsibilities

• Coordinates with portfolio desks to obtain best market price/rate.
• Services client’s treasury transactions to meet requirements.
• Negotiates and executes deals as confirmed with client.
• Markets to existing and potential clients to identify needs and opportunities.
• Coordinates with Account Officer and other units to optimize client relationship.
• Submits periodic performance reports and provides market updates.

Skills

Treasury marketing

Sales

Client relation

Education

Bachelor's degree

Job description

BDO Unibank's Marketing Trader is responsible for generating target volume and income based on assigned market coverage and Treasury products. This role coordinates with different portfolio desks to obtain the best market price and services clients' treasury needs.

Duties include marketing to existing and potential clients, identifying needs, cross-selling payroll and cash management, coordinating with Account Officers, and providing market updates.