Stock Broker

4 days ago

Ortigas, Philippines WHR Global Consulting Full time

The Stock Broker / Sales Trader plays a crucial role in managing and executing financial transactions for the company’s Clients, including the buying and selling of stocks and other securities. In addition to these responsibilities, he/she will also offer strategic guidance and advisory support to Clients, assisting them in making informed investment decisions tailored to their financial goals.

Key Responsibilities:

Client Acquisition & Relationship Management

 Foster and cultivate strong, long-term relationships with institutional clients, fund managers, high-net-worth (HNW) individuals, and corporate investors to create a loyal client base.

 Proactively identify and engage potential clients to expand the client portfolio, thereby increasing trading volume and revenue streams.

 Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients, ensuring they are well-informed for making investment decisions.



Trade Execution & Market Analysis

 Execute equity trades on behalf of clients with precision and adherence to all relevant exchange regulations, ensuring compliance and risk management standards are upheld.

 Continuously monitor and analyze market trends, economic news, and corporate actions, providing clients with strategic trading insights that enhance their investment strategies.

 Collaborate effectively with internal teams, including research, compliance, and trading departments, to streamline and optimize the client service experience, ensuring that all client interactions are efficient and value-driven.

Qualifications:

 Registered with Philippine Stocks Exchange and licensed Equities Securities Salesman

 Bachelors Degree in finance, accounting, economics or other financial related discipline preferred

 Working knowledge of various investment markets and products (i.e. equities, bonds, deposits, foreign exchange, money market, derivatives), trading mechanisms, risk management and financial instruments

 Strong communication and interpersonal skills to build and maintain relationships with Clients

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