The Marketing Trader is responsible for generating target volume and income based on assigned market coverage and Treasury products.
Duties and Responsibilities:
A. Trading Coordinates with different portfolio desks in getting the best market price/rate Services client’s requirements for all treasury transactions 2.1. Gives regular quotes 2.2. Negotiates and executes deals as confirmed with client Encodes deal transactions in the designated system
B. Marketing Conducts marketing calls to existing and potential clients to establish rapport and identify client’s needs Identifies potential clients within target market Offers other bank products and services depending on their need, e.g. payroll, cash management Coordinates with Account Officer and other business units in servicing and optimizing bank-client relationship Provides client with recent market condition and developments Consistently be in the look-out for client’s needs
C. MIS and Reporting Submits periodic performance reports to immediate supervisor Provides market feedback and account update to immediate supervisor Monitors client’s requirements and volume based on budget given Performs other function as maybe assigned from time to time
Qualifications: Holder of a Bachelor's Degree At least 2 years' experience in Treasury Marketing Sales Must be a SEC Licensed Salesman Treasury Certification Program (TCP) certified is an advantage
Treasury Group - Marketing Trader • Philippines
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