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Finance Sales Specialist

1 week ago

Makati City, National Capital Region, Philippines PSBank Official Full time
Job Description

This role is responsible for contributing to the achievement of the Treasury Group's targets by ensuring liquidity requirements of the Bank are met through the generation of large ticket funds from various sources.

You will be responsible for building relationships with clients, identifying their investment needs and providing solutions to meet those needs. You will also be responsible for managing client portfolios, monitoring maturity schedules and coordinating with clients on the disposition of placements.

Key Responsibilities:

  • Meet sales targets in accordance with established Bank policies and procedures.
  • Build relationships with clients and identify their investment needs.
  • Provide solutions to meet client needs and manage client portfolios.
  • Monitor maturity schedules and coordinate with clients on the disposition of placements.

Requirements:

  • College graduate preferably any business related course.
  • Working knowledge of various investments, markets and products.
  • SEC Licensed Fixed Income Market Salesman.
  • Certified Treasury personnel.