
Treasury Officer
4 weeks ago
Job Description
A Treasury Sales Officer's purpose is to establish a wide client investor base by actively performing sales and marketing activities that promote investment products to clients/stores, which include: Bonds (government and corporates), Unit Investment Trust Funds (UITFs), and FX/Derivatives. Adhere to proper controls and ensure compliance with internal and external rules and regulations. To provide support to all stores assigned by doing joint client calls on existing and prospective clients, conduct sales training/clinics, and ensure compliance with the Distribution Group sales process to deliver best execution of client’s trades at all times.
Location : Binondo and Davao
This advertiser has chosen not to accept applicants from your region.
Basic qualificationsMinimum University graduate from a reputable institution. With a degree preferably in Math, Finance, Business Management, Accountancy, or any related course. Preferably has the following Certifications:
- Treasury Certification Program (FX/FI)
- SEC Fixed Income Salesperson
- UITF Certification
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