Treasury Investment Specialist

2 weeks ago


Baguio City, Cordillera, Philippines East West Banking Corporation Full time
About the Role:

We are seeking a skilled Treasury Sales Officer to join our East West Banking Corporation team in Baguio - Pangasinan. This role focuses on expanding our client investor base by actively selling investment products such as bonds, UITFs, and FX/derivatives.

The successful candidate will maintain compliance with regulations, support designated stores through client calls and sales training, and ensure the best execution of client trades.

  • Key Responsibilities:
  • Establish a wide client investor base by actively performing sales and marketing activities that promote investment products to clients/stores.
  • Adhere to proper controls and ensure compliance with internal & external rules and regulations.
  • Provide support to all stores assigned by doing joint client calls on existing and prospective clients, conducting sales training/clinics, and ensuring compliance with the Distribution Group sales process in order to deliver best execution of clients' trades at all times.


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