Chief Financial Solutions Provider

2 days ago

Cebu City, Central Visayas, Philippines beBeeFinancial Full time ₱600,000 - ₱1,200,000
Job Description">

As a skilled professional, you will be responsible for delivering exceptional service to clients by providing them with tailored solutions that meet their financial needs. You will work closely with institutional banking and branch banking sectors to develop and implement effective strategies for managing treasury products. Your expertise will be sought after to provide market updates and forecasts, present product briefs, and offer investment and hedging solutions to clients.

Key responsibilities include servicing fixed income, treasury time deposits, and structured solution requirements of clients; working with institutional banking sector as well as branch banking sector as treasury product provider to their managed accounts; deepening customer relationship to sustain or increase treasury products wallet share of assigned customer portfolio; expanding the number of dealing customers and/or products dealt with to grow business; preparing client call reports, progress, and market feedback reports for regular submission to the department and division head; coordinating with the relevant treasury desk for applicable rates and spot transactions with the designated trader or with structuring department to close positions; and ensuring that all activities and transactions are compliant with internal policies and regulations.

Additionally, you will perform other related functions as may be assigned from time to time. You will maintain accurate records and files, and ensure that all documentation is up-to-date and compliant with regulatory requirements.

Required Skills and Qualifications">
  • Relevant experience in Treasury, Markets Sales, or Trust Sales
  • A licensed Certified Treasury Professional or Fixed Income Market Salesman
  • Effective communication and presentation skills
  • Amenable to work in a fast-paced, competitive environment

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