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Job Location drjobs

Cebu City - Philippines

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Summary

We are looking for a highly driven and client-focused professional to join our Treasury Sales team. This role is responsible for servicing the day-to-day needs of ISD clients and other institutional organizations with a focus on treasury products such as foreign exchange fixed income structured products and derivatives. The ideal candidate will play a key role in driving volume and revenue growth while delivering exceptional service and customized financial solutions.

Key Responsibilities
  • Serve as the primary point of contact for ISD clients and institutional accounts regarding their treasury and investment product needs

  • Promote and sell treasury solutions including:

    • Foreign exchange

    • Fixed income instruments

    • Structured notes

    • Derivatives

  • Monitor financial markets and provide timely insights pricing and recommendations to clients

  • Collaborate closely with internal teams including trading research risk and operations to ensure smooth execution and delivery

  • Support business growth by contributing to sales targets product penetration and revenue generation

  • Ensure all transactions comply with internal policies risk guidelines and regulatory standards

  • Build and maintain strong client relationships by understanding client portfolios needs and risk appetite

Qualifications
  • Bachelors degree in Business Finance Economics or a related field

  • MBA or other postgraduate finance qualification is a plus

  • 3 to 12 years of experience in treasury market or investment sales within a financial institution

Preferred (but not required) certifications:

  • Certified Treasury Professional (CTP)

  • SEC Fixed Income Market Salesman

  • Chartered Financial Analyst (CFA)

Additional Skills:

  • Excellent communication and interpersonal skills

  • Confident in dealing with senior-level clients and cross-functional teams

  • Client-centric analytical and results-oriented

  • Strong knowledge of treasury and investment instruments

Employment Type

Full-time

Company Industry

About Company

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