Treasury Sales Officer

2 weeks ago


Taguig, National Capital Region, Philippines EastWest Bank Full time

About the Job

  • Location: BGC, Bacolod
  • Corporate Title: Treasury Sales Officer
  • Work Arrangement: Onsite

Our Financial Markets and Wealth Management team is seeking experienced professionals to join us in various locations mentioned above as Treasury Sales Officers.

The primary focus of this role is to broaden the client investor base by actively promoting investment products such as bonds, UITFs, and FX/derivatives. Responsibilities include ensuring compliance with regulations, providing support to designated stores through client calls and sales training, and ensuring optimal execution of client trades.

Your aspirations. Our commitment.

Whether you are at the beginning of your career journey or are an established professional, EastWest is dedicated to helping you unlock your potential and bridge the path from ambition to accomplishments.

At EastWest, we empower our team members to steer their career paths and are devoted to offering them the platform to progress. We emphasize teamwork and individual drive. Come onboard and become a part of a dynamic team, and an environment that fosters growth and goal achievement.

With a history of over 29 years, EastWest has evolved into one of the most consumer-centric universal banks in the Philippines. We are steadfast in investing in our people, processes, products, and services, and embracing innovative concepts to enrich the overall EastWest experience.

What the role will involve

  • Establish a broad client investor base through proactive sales and marketing initiatives that promote investment products to clients/stores, including government and corporate bonds, Unit Investment Trust Funds (UITFs), and FX/Derivatives.
  • Maintain adherence to controls and ensure compliance with internal and external regulations.
  • Support all designated stores by conducting joint client calls with existing and potential clients. Deliver sales training sessions and ensure adherence to the Distribution Group sales process for the best client trade execution.

What we seek

  • Candidate must hold at least a Bachelor's/College Degree in Mathematics, Finance, Business Management, Accountancy, or a related field.
  • Minimum of 1 year of relevant work experience in a similar role.
  • Preferably, holds certifications such as:
    • Treasury Certification Program
    • SEC Fixed Income Salesman
    • UITF Certification

What you can anticipate by joining our team

  • Access to career advancement opportunities and training programs
  • Competitive salary package and comprehensive benefits
  • Performance-driven incentives and recognition schemes to acknowledge high achievers
  • Opportunity to collaborate with industry leaders and gain mentorship
  • Structured career advancement paths to navigate your professional journey

To discover more about us and our career offerings, please visit our careers page.


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