Corporate Sales Trader

2 days ago

Taguig, Metro Manila, Philippines Maybank Full-time

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)