Treasury Sales Specialist

3 days ago

Pasig, National Capital Region, Philippines UnionBank of the Philippines Full time ₱900,000 - ₱1,200,000 per year

Job Description:

Grow the Institutional client base and service the investment need of institutional customers in the

money market and fixed income space. This includes Time Deposit, primary and secondary fixed

income markets. Execute and consolidate all fixed income transactions of the whole group (including retail and institutional clients) in both the primary and secondary market.

Duties and responsibilities:

  • To increase the volume and income from money market and fixed income trades of institutional customer and assist the Institutional Sales Head in achieving the Institutional Sales Desk's Budget.

  • Serves as customers access to the fixed income market by providing them information and indicative quotes to our product offerings

  • Monitors the clients' investment requirements to be proactive in finding the right price and product, as well as give feedback to support flows for the trading desk.

  • Increases client base by onboarding new clients and converting them to active clients.

  • Manages and report the performance and feedback on FI and TD deals to the Treasury Group in the daily meeting.

  • Executes and books TDs and fixed income deals handled by the group diligently, and with adherence to regulatory and compliance restrictions within their purview.

  • Provides market information (such as news updates, indicative quotes, and information on any primary offerings) to clients.

  • Completion of FI and TD Blotter and generate Fixed Income month-end performance report from Guava.

  • Manage and enhance the platforms/automated tools used to perform the above-mentioned activities (such as MM Platform, Bonds PH APP, BBG Interface) as well as initiate and carry our digitization projects for the desk.

  • Consistently ensures that all Distribution sales activities follow approved product manuals, bank policy guidelines and external regulations (BSP & SEC) including KYC and AMLA procedures stive for yearly audit ratings excellence.

  • Conducts sales training with partner business units and may also conduct client events such as roadshows, webinars and briefings.

  • Perform other related tasks as may be warranted from time to time.

  • Convert and on-board new clients, maintain and monitor client lists. Revisits and revives inactive accounts.

Capabilities:

  1. Customer Data Gathering
  2. Customer Guidance and Advisory
  3. Opportunity Identification and Management
  4. Personalized Experience
  5. Relationship Management

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