Investment Portfolio Manager

2 weeks ago


Taguig, National Capital Region, Philippines beBeeInstitutional Full time ₱1,800,000 - ₱3,000,000
Treasury Sales Officer

This role is part of Treasury - Distribution, focusing on servicing institutional clients with investment and hedging needs across Fixed Income, FX, and UITFs.

Key Responsibilities:
  • Service investment and hedging needs (Fixed Income, FX, UITFs) of institutional and QIB clients.
  • Act as the main touchpoint for clients, ensuring professional and competitive execution of transactions.
  • Collaborate with RBG and WM teams to support client portfolio growth.
  • Deliver strong client servicing to generate business opportunities and deepen relationships.
  • Monitor market trends and competitor offerings to enhance EastWest's product positioning.
  • Contribute to increased revenue and CASA through client flows and cross-selling.
Requirements:
  • University graduate, preferably in Math, Finance, Business Management, Accountancy, or related fields.
  • Preferably with the following certifications: Treasury Certification Program, SEC Fixed Income Salesman, UITF Certification.
  • Relevant experience in Treasury, Investments, or Institutional Client Management.
  • Strong financial acumen, communication, and relationship-building skills.
  • Ability to work independently while collaborating effectively with internal teams.


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