Corporate Sales Trader
2 days ago
Taguig, Metro Manila, Philippines
Maybank
Full-time
Free with email or Google
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
Free with email or Google
By continuing, you agree to our Terms & Privacy Policy.
Your Impact
- Conducts regular marketing calls to existing and prospective accounts; cross-sells other bank products and services through the following:
- a. Visiting prospective and existing clients to promote financial instruments offered by the bank
- b. Investing funds of Corporate and Institutional Accounts in pertinent financial instruments to meet liquidity requirements and other strategies set forth by the bank
- c. Coordinating with key marketing groups such as Client Coverage, Corporate Banking, Financial Institutions in identifying business opportunities to the bank.
- d. Conducting suitability assessment of clients to ensure products offered are in line with their tolerance and financial sophistication
- Provides market feedback with regards to client preferences and rates offered by competitors, numbers of clients and product mix
- Identify business opportunities and suggest strategic direction to meet budgetary goals
- Keeps informed of relevant regulatory and compliance rules for dealing in financial markets
- Prepares a data bank of all relevant information for clients such as:
- a. List of GM Sales products maturities
- b. Schedule of Customer Calls
- c. Pipeline Monthly Report
Your Profile
- College graduate, preferably of business related courses
- Has 3-5 years Relevant Field Experience
- Must be a Securities and Exchange (SEC) Licensed Fixed Income Salesman
- Banker’s Association of the Philippines-ADMU Treasury Certified Professional (Full Certification)