Financial Services Specialist

3 days ago


Davao City, Davao, Philippines beBeeTreasury Full time ₱800,000 - ₱1,200,000

About this role

This is a critical position in the financial services industry, responsible for servicing fixed income and treasury time deposits. The ideal candidate will have relevant experience in Treasury, Markets Sales, or Trust Sales, with expertise in client relationship building and market analysis.

Key Responsibilities:
  • Develop and maintain relationships with institutional banking sector and branch banking sector to provide treasury products and services.
  • Deepen customer engagement to sustain or increase treasury product wallet share of assigned portfolio.
  • Expand business by acquiring new customers and/or products dealt with.
  • Provide market updates and forecasts, present product briefs, and offer investment and hedging solutions.
  • Maintain accurate records of client transactions and activities.
Requirements:
  • Relevant experience in Treasury, Markets Sales, or Trust Sales.
  • Licensed Certified Treasury Professional or Fixed Income Market Salesman.
  • Excellent communication and presentation skills.
Benefits:

The successful candidate will be part of a dynamic team that provides opportunities for growth and development. With a strong focus on customer satisfaction, our organization offers a competitive compensation package and a supportive work environment.

About Us:

We are a leading provider of financial services, dedicated to delivering exceptional value to our clients and stakeholders. Our commitment to excellence drives us to continually innovate and improve our products and services.


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