jose lopez

assistant vice president, head of fx trading

About

Experienced Financial Professional with 10 years of experience in the Treasury division of various banks. I have had the opportunity to do proprietary trading, focusing on Foreign Exchange as well as client-servicing with the marketing and sales of the different treasury products. The experience I've had with different sized institutions, along with my analytical, research and communication skills are my competitive advantages. While I am currently in the Treasury/ Trading department, I am also open to other fields in the banking industry that may have relation to my experience such as Investment Banking or Trust/Asset Management. I am also open to exploring off-shore opportunities to further expand my skill set and broaden my perspective.

Country

philippines

City

manila

Industry

banking

Skill

trading, banking, investment banking, currency, finance, portfolio management, money market, treasury management, treasury, foreign exchange, proprietary trading

Experience

junior assistant manager

banco de oro

2006-9 - 2007-9 · 1 yr 1 mo

Handled Foreign Exchange and Money Market transactions of Shipping, Courier and Makati Desk clients. Responsible for directing, coordinating and supervising the marketing of various instruments of the Bank and soliciting new accounts through effective planning and strategy formulation. Conducted regular marketing calls to existing clients to establish rapport, maintain comfortable levels of client confidence and offer other bank’s products and services; solicit new accounts and expand clientele base.

junior assistant manager, fx swaps

rcbc

2007-9 - 2009-5 · 1 yr 9 mos

Handled position- taking, trading and dealing of all that is related to the FX Swaps market. Second, provided support in relieving and handling secondary trading duties for FX Spot and FX 3rds Departments. Lastly, also handled FX 3rd Currency intra-day flows from both the RCBC Forex and the corporate marketing desk.

assistant vice president, head of fx trading

philippine bank of communications (pbcom)

2016-7 - Present · 10 yrs 3 mos

assistant vice president, department head

bank of commerce

2009-5 - Present · 17 yrs 5 mos

Handles and oversees all position taking, intra-day trading, price servicing and inquiries regarding the Usd/Php currency. Previously held the position of Dept. Head of FX Swap trading and FX 3rd currency trading as well. Lastly, oversees profit and loss monitoring of the Foreign ExchangeTrading Group.