Treasury Sales Officer

3 days ago

Taguig, Philippines EastWest Bank Full time

Taguig, NCR, Philippines Financial Markets and Wealth Management

Our Financial Markets and Wealth Management team is looking for experienced professionals to join us in multiple sites indicated abovein the role of Treasury Sales Officer .

The role focuses on expanding the client investor base by actively selling investment products such as bonds, UITFs, and FX/derivatives. It involves maintaining compliance with regulations, supporting designated stores through client calls and sales training, and ensuring the best execution of client trades.

East West Banking Corporation (EastWest) is one of the largest universal banks in the Philippines, and is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

We empower our employees to drive their careers and are committed to provide the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Whether you're just starting out, or already a seasoned professional, EastWest can help you unleash your potential, and bridge the gap between dream to success.

What the role will entail

  • Establish a wide client investor base by actively performing sales and marketing activities that promotes investment products to clients/stores which include bonds government & corporates, Unit Investment Trust Funds (UITFs), and FX / Derivatives.
  • Adhere to proper controls and ensure compliance to internal & external rules and regulations
  • Provide support to all stores assigned by doing joint client calls on existing and prospective clients. Conducting sales training/clinics and ensuring compliance with the Distribution Group sales process in order to deliver best execution of clients trades at all times.

What we're looking for

  • Candidate must possess at least a Bachelor's/College Degree in Math, Finance, Business Management, Accountancy, or any related course.
  • At least 1 year relevant work experience in the related field is required for this position.
  • Preferably has the following Certifications:
    • Treasury Certification Program
    • SEC Fixed Income Salesman
    • UITF Certification

What you can expect from joining our team

  • Career development and training opportunities
  • Competitive salary package and benefits
  • Performance-based incentives and recognition programs to reward high-performing individuals
  • Opportunity to work with industry experts and be mentored by them
  • Defined career progression paths to guide you in your professional growth
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