Treasury Sales Officer

Buscojobs Portugal; Distrito de Bragança; Presencial; EUR 25 000 - 45 000; Tempo integral

Resumo da oferta

A leading finance company is seeking a Treasury Sales Officer to expand the client investor base and sell investment products. Candidates must have a Bachelor's degree in a related field and relevant work experience. The position offers a competitive salary, career development opportunities, and performance-based incentives.

Serviços

Career development and training opportunities

Competitive salary package and benefits

Performance-based incentives

Opportunity to work with industry experts

Defined career progression paths

Qualificações

• At least 1 year relevant work experience in the related field.
• Preferably has certifications like Treasury Certification Program, SEC Fixed Income Salesman, UITF Certification.

Responsabilidades

• Expand the client investor base by selling investment products.
• Ensure compliance with internal & external rules and regulations.
• Conduct joint client calls and sales training.

Conhecimentos

Sales

Marketing

Compliance

Investment products

Formação académica

Bachelor's Degree in Math, Finance, Business Management, Accountancy, or related course

Descrição da oferta de emprego

Taguig, NCR, Philippines Financial Markets and Wealth Management

Our Financial Markets and Wealth Management team is looking for experienced professionals to join us in multiple sites indicated above in the role of Treasury Sales Officer.

The role focuses on expanding the client investor base by actively selling investment products such as bonds, UITFs, and FX/derivatives. It involves maintaining compliance with regulations, supporting designated stores through client calls and sales training, and ensuring the best execution of client trades.

At EastWest, we empower our employees to drive their careers and are committed to providing the runway for them to grow. We value teamwork and individual initiative. Join us and be part of a highly engaged team, and a workplace that promotes development and goal attainment.

Over 29 years, EastWest has emerged as one of the most consumer-focused universal banks in the Philippines. EastWest is committed to continuously invest in people and in process, product, and service enhancements, and embrace new ideas to enhance the EastWest experience.

What the role will entail

• Establish a wide client investor base by actively performing sales and marketing activities that promote investment products to clients/stores which include bonds government & corporates, Unit Investment Trust Funds (UITFs), and FX / Derivatives.
• Adhere to proper controls and ensure compliance with internal & external rules and regulations.
• Provide support to all stores assigned by doing joint client calls on existing and prospective clients, conducting sales training/clinics, and ensuring compliance with the Distribution Group sales process to deliver the best execution of clients' trades at all times.

What we're looking for

• Candidate must possess at least a Bachelor's/College Degree in Math, Finance, Business Management, Accountancy, or any related course.
• At least 1 year relevant work experience in the related field is required for this position.
• Preferably has the following Certifications:
  • Treasury Certification Program
  • SEC Fixed Income Salesman
  • UITF Certification

What you can expect from joining our team

• Career development and training opportunities.
• Competitive salary package and benefits.
• Performance-based incentives and recognition programs to reward high-performing individuals.
• Opportunity to work with industry experts and be mentored by them.
• Defined career progression paths to guide you in your professional growth.