Junior Treasury Sales Trader
3 days ago
Assist in the day-to-day activities of the Treasury Sale Division, including all sales and marketing efforts, while providing operational support to the Treasury Sales Traders through the smooth processing of transactions relative to booking, termination, settlement and documentation of transactions/ placements, and reports generation as necessary.
JOB DUTIES:
- Market and sell various treasury products of the Bank, along with assisting in building and expanding client base through sales calls of existing and prospective clients.
- Regular communication with sales traders and/or clients on new or fresh placements and/or disposition of maturities, along with other transactions of said clients.
- Coordinate all relevant transactions with Treasury operations or the appropriate booking unit, which includes but not limited to account opening, new placements and disposition of maturities, including monitoring and settlement via RTGS / PDDTS, wherever applicable, in accordance to the Bank's policies, and relevant regulatory and/or legal requirements, and agreed turnaround time with other stakeholders.
- Coordinate with treasury operations/booking unit on transaction discrepancies, delay or non-settlement and report such to the Sales Trader and Heads.
- Comply with account opening and client documentation policies of the bank, in accordance with BSP regulations, through monitoring of document deficiencies of all clients, and provide status reports to the sales traders.
- Handle customer concerns and complaints; to report incident based on existing relevant policies and procedures.
- Perform other tasks and prepare reports that may assigned by superiors from time to time.
- Assist in the transaction approval on FEDS and FX Sales.
- Attend seminars and training related to the job.
- Actively participate in service quality initiatives, and ensure that satisfactory ratings are attained.
- Actively participate in the Bank's sustainable finance-related activities and performs functions as assigned, to help achieve sustainable finance and other sustainable goals of the Bank.
Qualifications:
- College graduate preferably any business related course.
- Working knowledge of various investments markets and products.
- SEC Licensed Fixed Income Market Salesman.
- Certified Treasury personnel.
Entry level
Employment typeFull-time
IndustriesBanking
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