Financial Market Specialist

3 days ago

Taguig, National Capital Region, Philippines beBeeInvestment Full time ₱2,500,000 - ₱4,500,000
Treasury Sales Officer

About the Role

We are seeking experienced professionals to join our Treasury - Distribution team in North Luzon.

As an Investment Sales Officer, you will be the primary contact for institutional clients in the region, servicing their investment and hedging needs across products such as Fixed Income, FX, and UITFs.

You will work with Financial Institutions, QIBs, and high-net-worth individuals, offering competitive pricing and tailored financial solutions.

Key Responsibilities:

  • Service investment and hedging needs 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 EastWests 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

Career Development Opportunities

We offer a competitive salary package and benefits, performance-based incentives, recognition programs, exposure to financial markets, and expert mentorship. Clear career paths and professional growth opportunities are also available.

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