The Forex Solutions Advisor is responsible for growing the Foreign Exchange (FX) and multi-currency investments through branches in support of the business flows by implementing local area plans and portfolio coverage strategies.
Core Responsibilities
Implements the group’s strategies to support income and volume growth by distributing volume and income targets per covered area and rolling out local area activities for wider branch reach
Establishes local presence with Branch Managers (BMs), Relationship Managers (RMs), and branch staffs for distribution of treasury solutions
Partners with the local areas through the following initiatives: (1) updating branches with regular production reports; (2) conducting branch trainings and workshops; (3) gathering branch feedback on client needs and suggesting improvements; and (4) assisting the marketing team for local activities and promos (internal and external)
Assists the branches in keeping a high ethical standard by guiding and suggesting alternative compliant solutions applicable to the client need.
Ensures that targets are met with a balanced expense management in order to maximize performance return
Qualifications
Bachelor’s Degree in business, accounting, finance, or economics course
Master’s Degree in business, accounting, finance, or economics course is an advantage
Certification requirements, i.e., SEC Fixed Income Salesman and Certified Treasury Professional
職位要求
Please refer to job description.
技術員
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Boss
HR ManagerBank of the Philippine Islands (BPI)
工作地址
Ayala North Exchange Tower 1, 6796 Ayala Avenue cor. Salcedo St., Legazpi Village, Makati City , Metro Manila, PH