Treasury Sales Specialist

1 week ago


Manila, National Capital Region, Philippines beBeeTreasury Full time ₱1,500,000 - ₱2,500,000

At the heart of our financial institution, we're not just hiring employees – we're cultivating future leaders. Our goal is to provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded professional. We offer a comprehensive package that equips you with everything you need to excel in your role, unleashing your full potential to secure your future and achieve a fulfilling career.

We value individuals who share our strong commitment to community development. As a member of our team, you'll have the chance to make meaningful contributions to our nation's economic and social growth.

  • Service fixed income, treasury time deposits, and structured solution requirements for clients, including responding to inquiries, quotation, negotiation, documentation, and closing of transactions
  • Collaborate with Institutional Banking Sector as well as Branch Banking Sector to provide Treasury products to managed accounts
  • Foster customer relationships to sustain or increase Treasury products wallet share of assigned customer portfolio
  • Expand the number of dealing customers and/or products dealt to grow business
  • Provide customers with market updates and forecasts, present product briefs, and investment and hedging solutions to generate business volume
  • Prepare client call reports, progress, and market feedback reports for regular submission to the Department and Division Head
  • Coordinate with relevant Treasury desks for applicable rates and spots transactions with designated traders or Structuring Department to close positions
  • Assist in after-sales requests of clients
  • Ensure all activities and transactions are compliant with internal policies and regulations
  • Maintain accurate records of customer files
  • Perform other related functions as assigned
Requirements:
  • Relevant experience in Treasury, Markets Sales, or Trust Sales
  • Licensed Certified Treasury Professional or Fixed Income Market Salesman
  • Effective communication and presentation skills
  • Able to thrive in a fast-paced, competitive environment


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