Treasury Corporate FX Sales Officer - Makati - Bank of the Philippine Islands (BPI)

    Bank of the Philippine Islands (BPI)
    Bank of the Philippine Islands (BPI) Makati

    5 araw ang nakalipas

    Banking / Loans
    Paglalarawan

    The Treasury Corporate FX Sales Officer is primarily responsible for marketing Treasury products & services (foreign exchange and derivatives) to assigned market coverage.

    Core Responsibilities:

    • Expands relationship with existing accounts and cultivates new ones
    • Ascertains that all Foreign Exchange and Derivatives sales activities with clients are accurate, within the given credit limits, and compliant with the documentation required by internal and external regulations
    • Generates spreads and Foreign Exchange trading income (including the management of intra-day sales trading positions) to achieve set budget targets for the year and to contribute to the overall income of the bank
    • Conducts regular client meeting to understand client's business and provide financial advisory
    • Endeavors to timely update clients on market developments and forecasts;
    • Implements all internal and external regulatory requirements including business compliance when dealing with clients
    • Participates in innovative projects related to the business

    Qualifications:

    • Bachelor's degree in Business, Finance, Economics, or Accounting
    • Master's degree in Business or Economics is preferred but not required
    • Must hold a Certified Treasury Professional (CTP) designation
    • At least 1 year of experience in Treasury, Financial Markets, or Sales
    • Strong exposure to FX and Derivatives trading and sales is highly desirable
    • Proven experience in client-facing roles with corporate or institutional accounts

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