Treasury Sales Officer
Job Description
Job description: A Treasury Sales Officer purpose is to establish a wide client investor base by actively performing sales and marketing activities that promotes investment products to clients/stores which include: Bonds – government and corporates, Unit Investment Trust Funds (UITFs) and FX / Derivatives.
Adhere to proper controls and ensure compliance to internal & external rules and regulations
To 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 Distribution Group sales process in order to deliver best execution of client’s trades at all times.
Basic qualifications:
Minimum University graduate from a reputable institution. With a degree preferably in Math, Finance, Business Management, Accountancy, or any related course. Preferably has the following Certifications:
- Treasury Certification Program (FX/FI)
- SEC Fixed Income Salesperson
- UITF Certification
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Job Detail
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Job IdJD1049244
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationBinondo, Philippines
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EducationNot mentioned