Center Head
bdo life • Makati City, National Capital Region, PH
30+ days ago
Job description
Responsibilities:
A. Trading
1. Coordinates with the different portfolio desk in getting best market price/rate
2. Services clients requirements for all treasury products
- Gives regular quotes
- Negotiate and execute deals as confirmed with clients
3. Encode dealt transactions in the designated system
B. Marketing
- Conduct marketing calls to existing and potential clients to establish rapport and identify client’s needs
- Identify potential clients within target market
- Offer other bank products and services, as needed e.g. payroll service
- Coordinate with Account Officer in servicing and optimizing bank-client relationship
- Accompany group members with their calls
- Furnish clients with recent market condition and development
C. Planning and Supervising
- Supervise the trading and marketing activities of the group members
- Conduct periodical review with group members to address clients’ concern and needs
- Ensure attainment of the group’s set volume and income targets through effective planning and strategy formulation
Qualifications
- Bachelor's degree in finance, accounting, or economics
- With more than 5 years of progressive corporate treasury experience
- With SEC Fixed Income Salesman License is preferred
- Willing to work onsite in Ortigas