Corporate Sales Trader

Your Role:

The Corporate Sales Trader is responsible to generate volume and income in domestic and foreign money market investments, securities, foreign exchange and derivative products from Corporate and Institutional accounts. Also, trades various Treasury products with clients, encodes these transactions via Kondor Plus (K+) and ensures that workflow of transactions performs smoothly and accurately through proper coordination with the settlement branch and other concerned units of the bank.

Your Impact:

• Conducts regular marketing calls to existing and prospective accounts; cross-sells other bank products and services through the following:

a. Visiting prospective and existing clients to promote financial instruments offered by the

bank

b. Investing funds of Corporate and Institutional Accounts in pertinent financial instruments to

meet liquidity requirements and other strategies set forth by the bank

c. Coordinating with key marketing groups such as Client Coverage, Corporate Banking,

Financial Institutions in identifying business opportunities to the bank.

d. Conducting suitability assessment of clients to ensure products offered are in line with their

tolerance and financial sophistication

• Provides market feedback with regards to client preferences and rates offered by competitors, numbers of clients and product mix
• Identify business opportunities and suggest strategic direction to meet budgetary
• goals
• Keeps informed of relevant regulatory and compliance rules for dealing in financial
• markets
• Prepares a data bank of all relevant information for clients such as:

a. List of GM Sales products maturities

b. Schedule of Customer Calls

c. Pipeline Monthly Report

Your Profile:

• College graduate, preferably of business related courses
• Has 3-5 years Relevant Field Experience
• Must be a Securities and Exchange (SEC) Licensed Fixed Income Salesman
• Banker's Association of the Philippines-ADMU Treasury Certified Professional (Full Certification)