Relationship Sales Officer-140018614 in National Capital Reg, Philippines

at JP Morgan Chase & Co

Financial Services
Sales/Business Development
Minimum Qualification
Bachelor's Degree
Required Experience
5 - 7 years
Employment Type
Full Time
Male or Female
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Job Description

Job Description

  JPMorgan Chase & Co is a global financial services powerhouse with operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset and wealth management, and private equity.   Treasury Services (TS) -- the world's largest cash management provider -- moves, concentrates and invests client money, and provides trade finance and logistics solutions.   TS products include payments, collections, trade finance, investments, and information services that help companies manage working capital and liquidity. The business, which operates in 41 countries, is the world's largest U.S. dollar clearer, processing an average of $3.2 trillion in fund transfers each day.   Position Summary    A Treasury Services Sales Officer is responsible for managing and growing a Treasury Services portfolio of assigned Commercial Banking clients. 


Key Accountabilities/Responsibilities 
  • Sales of the entire product suite including core cash clearing, liquidity and  foreign exchange solutions
  • Proactive identification & solicitation of new names with the focus on delivering new business revenue
  • Provide senior relationship management coverage for key clients including the development of multiple contacts at head office level
  • Build successful relationships with internal lines of businesses to maximize revenue growth with potential clients
  • Take the lead role in the preparation and submission of RFPs (i.e. coordinating the deal team, ensuring deadlines are met, etc)
  • Timely completion of client call reports & KYC compliance requirements
  • Active participation in internal & external industry sessions
  • Liaison with the account management, solution centre & operations team to execute timely and efficient resolution of client-related issues that are escalated to the sales team
  • Key account planning including assisting with setting and implementing new strategies




  • Minimum of  5 years experience in global cash and liquidity management sales experience and/or foreign exchange sales
  • A good understanding of the Commercial Banking business and clients in the Philippines
  • Successful track record in new business development & senior relationship management and ability to influence key stakeholders
  • Language Skills: English and Tagalog
Education   Graduation / post-graduation. CA / MBA from a reputed institute preferred. CCM (Certified Cash Manager) or ACT (Association of Corporate Treasurers) certification are a plus

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