Treasury Marketing & Trading Specialist

BDO Unibank, Inc.; 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

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.