Treasury Sales Officer
What the role will entail
•Establish a wide client investor base by actively performing sales and marketing activities that promotes performing sales and marketing activities that promotes investment products to clients/stores which include government bonds and corporate bonds, Unit Investment Trust Funds (UITFs), and FX/Derivatives.
•Adhere to proper controls and ensure compliance to internal & external rules and regulations.
•Provide support to all stores assigned by doing joint client calls on existing and prospective clients.
•Conducting sales training/clinics and ensuring compliance with the Group sales process in order to deliver best execution of client trades at all times.
What we’re looking for
• Candidate must possess at least a Bachelor’s/College Degree in Math, Finance, Business Management, Accountancy, or any related course
•At least 1 year relevant work experience in the related field is required for this position
•Preferably has the following Certifications:Treasury Certification ProgramSEC Fixed Income SalesmanUITF Certification
What can you expect from joining our team
•Career development and training opportunities
•Performance-based incentives and recognition programs to reward high-performing individuals
•Opportunity to work with industry experts and be mentored by them
•Defined career progression paths to guide you in your professional growth
What the role will entail
•Establish a wide client investor base by actively performing sales and marketing activities that promotes performing sales and marketing activities that promotes investment products to clients/stores which include government bonds and corporate bonds, Unit Investment Trust Funds (UITFs), and FX/Derivatives.
•Adhere to proper controls and ensure compliance to internal & external rules and regulations.
•Provide support to all stores assigned by doing joint client calls on existing and prospective clients.
•Conducting sales training/clinics and ensuring compliance with the Group sales process in order to deliver best execution of client trades at all times.
What we’re looking for
• Candidate must possess at least a Bachelor’s/College Degree in Math, Finance, Business Management, Accountancy, or any related course
•At least 1 year relevant work experience in the related field is required for this position
•Preferably has the following Certifications:Treasury Certification ProgramSEC Fixed Income SalesmanUITF Certification
What can you expect from joining our team
•Career development and training opportunities
•Performance-based incentives and recognition programs to reward high-performing individuals
•Opportunity to work with industry experts and be mentored by them
•Defined career progression paths to guide you in your professional growth