Treasury Sales Trader — Retail Distribution

RCBC

Makati

On-site

PHP 1,500,000 - 2,300,000

Full time

4 days ago
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Job summary

RCBC is seeking a Treasury professional to oversee the distribution of FI and FX products and maintain strong client relationships. The role requires coordinating with Treasury and other units to ensure seamless servicing of client requirements and adherence to regulatory guidelines.

The ideal candidate brings at least three years of treasury experience, familiarity with government and industry regulations, and certifications relevant to treasury products.

Qualifications

  • Three years of work experience in treasury or related field.
  • Knowledge of government and industry regulations relevant to treasury.
  • Technical knowledge of treasury products and applicable regulations.
  • Familiarity with securities and client suitability guidelines.

Responsibilities

  • Trades treasury products with clients and ensures workflows are executed smoothly through coordination with bank units.
  • Maintains treasury relationships with assigned accounts and coordinates with Treasury and other units to service client requirements.
  • Ensures proper coordination with bank units for efficient processing of transactions.
  • Provides feedback to the Department/Segment Head on issues and potential solutions.
  • Identifies business opportunities and develops strategies to meet budgetary goals.
  • Ensures client dealings are in line with the client suitability profile and approved product scope.

Skills

Negotiation with clients
Team player / collaboration
Client relationship management
Knowledge of Treasury products
Regulatory compliance awareness

Education

University degree in business or related field

Tools

BAP Treasury-Certified Professional
Certified Fixed Income Market Salesman

Job description

RCBC is seeking a Treasury professional to oversee the distribution of FI and FX products and maintain strong client relationships. The role requires coordinating with Treasury and other units to ensure seamless servicing of client requirements and adherence to regulatory guidelines.

The ideal candidate brings at least three years of treasury experience, familiarity with government and industry regulations, and certifications relevant to treasury products.

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