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  • search for job opportunities around the globe
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Job Openings

Sponsored Post
Date posted: March 04, 2025


1. Investment Specialist

(Binondo, BGC and Makati)

Here at Metrobank, we don't simply hire employees—we hone future leaders. We provide opportunities that enhance your skills and unlock your talents, helping you evolve into a well-rounded individual. We supply you with all the pieces you need to do your best work, unleashing your full potential to help you secure your future and lead a fulfilling career. And with Metrobank's strong heart for the community, you have the chance to give back and make worthwhile contributions to our nation's economic and social development.

JOB DESCRIPTION:
  • Responsible for the growth of investment assets, sales volumes, and profitability of high network clients handled
  • Services customer's day-to-day investment requirements such as, but not limited to time deposits, foreign exchange, fixed income, and other alternative investment products
  • Implements business strategies to increase client base, improve customer service and relations, enhance client retention and loyalty, and derive additional business from existing accounts
  • Supports Relationship Managers of various sectors in deepening customer relationships by providing investment products and services 

Role Exposure:

  • Develop your knowledge in Financial Markets products and be immersed in different sales processes
  • Build and manage portfolios of High-Net-Worth-Individuals and contribute to the Bank’s business growth
  • Discover future opportunities in Financial Markets Sector with the Philippines's Strongest Bank

REQUIREMENTS:
  • With a strong background in investment sales, private banking, or wealth management
  • A Certified Treasury Professional and SEC license holder
  • With two years of experience working for a Bank as Treasury Specialist or Trader

2. Sales Trader

(BGC)

JOB DESCRIPTION:
  • Services foreign exchange, fixed income and derivatives product requirements of clients (i.e. responding to inquiries, quotation, negotiation, documentation and closing of transactions)
  • Works with relationship managers or account officers in Institutional Banking Sector as Treasury product provider to their managed accounts.
  • Deepens customer relationship to sustain or increase Treasury products wallet share of assigned customer portfolio.
  • Expand number of dealing customers and/or products dealt to grow business.
  • Conducts marketing calls directly or jointly with Relationship Managers
  • Provides customers market updates and forecasts, present product briefs and financial solutions to generate business volume
  • Prepares client call reports, progress and market feedback reports for regular submission to the Department and Division Head
  • Coordinates with the relevant Treasury desk for applicable rates and spots transactions with the designated trader or with Structuring Department to close position
  • Assists in after-sales requests of clients
  • Ensure that all activities and transactions are compliant with internal policies and regulations
  • Files, safe keeps and maintains customer files
  • Performs other related functions that may be assigned from time to time
REQUIREMENTS:
  • Relevant experience in Treasury, Markets Sales or Trust Sales
  • A licensed Certified Treasury Professional or Fixed Income Market Salesman
  • Effective communication and presentation skills
  • Amenable to work in a fast-paced, competitive environment

3. Account Manager - 

Trust Banking Group

(BGC)

JOB DESCRIPTION:
  • Acts a central point person and is responsible for the over-all relationship management with traditional trust clients in Central Metro Manila
  • Responsible for the volume & income targets for traditional trust business
  • Responsible for the evaluation & onboarding of new traditional trust clients
Role Exposure:
  • Become well-versed in the trust banking industry
  • Understand how trust products work and how this can help clients
  • Discover future opportunities in Financial Markets Sector and Trust Banking Group
REQUIREMENTS:
  • With at least three years of relevant work experience in trust banking and account management
  • Strong stakeholder management; ability to match client's business requirements with Bank's products and services
  • Effective communication, presentation, and negotiation skills
  • Able to work in a fast-paced, competitive environment

For interested applicants, please send your comprehensive CV's to:
Chrystele Capistrano | Sourcing Officer | [email protected]

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Date posted: February 18, 2025


Treasury Analyst

CGIF’s bond guarantee operation is aimed at supporting ASEAN+3 companies access the Region’s bond markets to achieve the following benefits:

  • expand and diversify their sources of debt capital
  • raise funds in matching currencies and tenors
  • transcend country sovereign ceilings for cross-border transactions
  • gain familiarity in new bond markets

JOB DESCRIPTION:

EXPECTED OUTCOMES

The TA will report directly to the Chief Financial Officer (CFO) and will have, among others, the following responsibilities:

  • Under the guidance of the CFO, manage CGIF’s fixed income portfolio pursuant to and within the bounds of CGIF’s treasury risk management Guidelines;
  • Execute FX transactions and prepare supporting documents if required;
  • Discuss with the CFO strategic investment direction along with market evolution;
  • Keep abreast of US dollar bond market and discuss investment strategies with the CFO;
  • Prepare monthly investment performance report including risk monitoring results
  • Prepare quarterly management reports and liquidity reports;
  • Provide treasury and investment related data requested by rating agencies
  • Verify treasury data from ADB;
  • Assist CFO in downloading, filtering, or sometimes analyzing the data associated with bond market or macro economy when requested;
  • Update treasury operations in quarterly management reports and other Board and Contributors’ reports;
  • Support other functions within the Finance Department, including the tasks such as bank reconciliations and preparing statements of account (SOA) for reinsurers
  • Perform other relevant duties that may be assigned based on business needs.
REQUIREMENTS:

A university degree in economics, finance or related fields; preferably at post-graduate level or its equivalent.

Relevant Experience and Skills

  • Suitability to undertake the responsibilities mentioned above at the required level;
  • Preferably with 5 years fixed income security related work experience in a financial market;
  • Good knowledge of fixed income market and risk parameters with strong analytical skills;
  • Experience in Bloomberg terminal for data finding and downloading;
  • Proficient with office suite software, particularly MS Excel (preferably VBA Macro), Word, and PowerPoint;
  • Good oral and written communication skills in English;
  • Good interpersonal skills.
Interested applicants, you may send your comprehensive resume to:
Mr. Hou Hock Lim | Corporate Planner and Head of BPPMS | [email protected]

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Employers

Guide in Posting your Job Ad​​.

  1. Fill-out the Online Job Posting Request Form here.
  2. CFA Society Philippines to acknowledge receipt of your request and provide you with the billing statement.
  3. Upon receipt of the billing statement, payment options will be provided to you.

Employers

Guide in Posting your Job Ad​​.

  1. Fill-out the Online Job Posting Request Form here.
  2. CFA Society Philippines to acknowledge receipt of your request and provide you with the billing statement.
  3. Upon receipt of the billing statement, payment options will be provided to you.