
Treasury Product Specialist
16 hours ago
As a key player in our financial services and banking team, you will be responsible for generating target volume and income based on assigned market coverage and treasury products.
This role requires strong communication and interpersonal skills to coordinate with different portfolio desks in getting the best market price/rate, service client's requirements for all treasury transactions, negotiate and execute deals as confirmed with clients, conduct marketing calls to existing and potential clients to establish rapport and identify client needs, offer other bank products and services depending on their need, provide market feedback and account update to immediate supervisors.
You must have a Bachelor's degree and at least 2 years' experience in Treasury Marketing Sales, also hold a SEC Licensed Salesman certification. Treasury Certification Program (TCP) certified is an advantage. You should be willing to work on site in Makati/Ortigas area.
Responsibilities:- Coordinate with different portfolio desks to get the best market price or rate
- Service clients' requirements for all treasury transactions
- Negotiate and execute deals as confirmed with clients
- Conduct marketing calls to establish rapport and identify client needs
- Offer other bank products and services depending on client needs
- Provide market feedback and account updates to immediate supervisors
- Bachelor's degree
- At least 2 years' experience in Treasury Marketing Sales
- SEC Licensed Salesman certification
- Treasury Certification Program (TCP) certified is an advantage
- Makati/Ortigas area
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