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Financial Services Representative

2 weeks ago

Makati City, National Capital Region, Philippines First Metro Securities Brokerage Corporation Full time

Financial Services Representative:

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We are seeking a highly skilled Financial Services Representative to join our team.

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About the Role:

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In this critical position, you will be responsible for developing and delivering compelling presentations, proposals, and product demos to drive sales and revenue growth.

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Main Responsibilities:

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  • Develop and deliver presentations, proposals, and product demos to institutional clients">
  • Collaborate with internal stakeholders to develop targeted marketing campaigns and sales initiatives">
  • Monitor market trends and competitor activity to inform business decisions">
  • Analyze market implications for investment decisions and provide recommendations to clients">
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Requirements:

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To excel in this role, you will need:

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Education:

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A Bachelor's degree in economics, financial management, or a related field. A Master's degree, Chartered Financial Analyst (CFA) certification, or Certified Securities Representative designation is an asset.

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Experience:

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A minimum of 4-6 years of experience in institutional equity sales or equity research.

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Knowledge and Skills:

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You should have a solid understanding of capital markets, including debt and equity markets locally and globally. Additionally, you should be able to interpret market implications for investment decisions and possess knowledge of financial accounts, economics, and politics.

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What We Offer:

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This role comes with a competitive salary and benefits package, as well as opportunities for professional growth and development.

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Seniority Level:

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Mid-Senior level

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Employment Type:

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Full-time

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Job Function:

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Sales and Business Development