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Job Summary
- Responsible for the distribution of Treasury Products (FI and FX) and the maintenance of overall
- Treasury relationship with assigned accounts. Closely coordinates with Treasury and other business units to ensure complete and effective servicing of clients' requirements.
- Trades treasury products with clients and ensures that workflows of transactions are
- performed smoothly and accurately through proper coordination with the concerned units of
- the bank.
- Ensures proper coordination with concerned
- units of the bank for efficient processing of transactions.
- Provides feedback to the Department/Segment Head on various issues facing the
- department and its possible solutions, as may be relevant.
- Identifies business opportunities and develops innovative strategies to meet budgetary goals.
- Ensures that all client dealings are in line with the authorized product scope consistent with
- the client suitability profile and/or the prescribed products authorized as stated in the client
- Sec Cert.
- A team player with the skills to banter and negotiate with the client, able to carry the conversation towards a bright and goal fulfilling end that will contribute towrds the business units.
- University graduate from a reputable educational institution, preferably of a business-related course
- Knowledge of Specific Functional Work:
- BAP Treasury-Certified Professional
- Certified Fixed Income Market Salesman
- Familiar with pertinent government and industry regulations
- Technical knowledge of Treasury products and relevant regulations
- Minimum of Three (3) years work-experience in a related field.
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