Treasury Marketing & Trading Specialist

BDO Unibank; Makati; On-site; PHP 400,000 - 800,000; Full time

Job summary

BDO Unibank in Metro Manila is seeking a Marketing Trader to drive target volume and income through Treasury products, coordinating with portfolio desks to secure favorable market prices and servicing client treasury transactions.

The candidate will conduct marketing calls, identify potential clients, promote payroll and cash management solutions, and support MIS reporting to track performance and client needs.

Qualifications

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

Responsibilities

• Coordinates with different portfolio desks to get the best market price/rate for treasury deals
• Services client’s requirements for all treasury transactions and negotiates/executess deals as confirmed with client
• Conducts marketing calls to existing and potential clients to identify needs and build rapport
• Identifies potential clients within target market and cross-sell bank products and services such as payroll and cash management
• Coordinates with Account Officer and other units to service and optimize bank-client relationship
• Provides clients with market conditions and developments; monitors client volume and requirements; submits periodic performance reports

Skills

Treasury Marketing Sales

Education

Bachelor's Degree

Job description

BDO Unibank in Metro Manila is seeking a Marketing Trader to drive target volume and income through Treasury products, coordinating with portfolio desks to secure favorable market prices and servicing client treasury transactions.

The candidate will conduct marketing calls, identify potential clients, promote payroll and cash management solutions, and support MIS reporting to track performance and client needs.