Treasury Sales Officer

Role Description The Treasury Sales Officer is a full-time, on-site role based in Metro Manila, responsible for marketing and selling treasury products to corporate and high-value clients. This role involves identifying client needs, proposing suitable foreign exchange, fixed income, and money market solutions, and executing transactions in coordination with the trading and operations teams.

The Treasury Sales Officer maintains strong client relationships through regular account reviews, market updates, and proactive portfolio recommendations. Daily tasks include monitoring financial markets, preparing product proposals and pricing, ensuring compliance with internal policies and regulatory requirements, and collaborating with other business units to support cross-selling and holistic client service. The role also requires maintaining accurate documentation and reporting for all treasury sales activities.

• Strong foundation in financial markets, including foreign exchange, fixed income, derivatives, and money market instruments.
• Skills in client relationship management, consultative selling, and presentation of treasury solutions to diverse stakeholders.
• Analytical skills for market research, risk assessment, pricing, and portfolio recommendations.
• Proficiency in MS Excel and financial tools for modeling, scenario analysis, and reporting.
• Excellent written and verbal communication skills, with the ability to explain complex products in clear, accessible language.
• Detail-oriented approach with strong organizational and documentation skills, ensuring accurate records and compliance.
• Bachelor's degree in Finance, Economics, Business, Accounting, or a related field; professional certifications (e.g., CTP, SEC Fixed Income and Equities Salesman, CFA) are an advantage.
• Prior experience in treasury, corporate banking, or capital markets sales is preferred.
• Demonstrated integrity, adherence to regulatory and ethical standards, and ability to work effectively in a fast-paced environment.