Strategic Portfolio Manager

12 hours ago


Cabuyao, Calabarzon, Philippines beBeeInvestment Full time ₱4 - ₱5
Equity Trader Opportunity

We seek a skilled and experienced Equity Trader to execute transactions on behalf of our clients, providing strategic investment advisory services.

This role is crucial in assisting clients navigate the financial markets effectively, achieve their investment goals, and grow their portfolios.

Key Responsibilities:
  • Client Acquisition & Relationship Management
    • Establish long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
    • Identify and engage new prospective clients to expand the portfolio and drive trading volume.
    • Offer comprehensive market insights, tailored stock recommendations, and timely trade ideas to support informed investment decisions.
  • Trade Execution & Market Analysis
    • Execute client equity trades efficiently and in full compliance with regulations.
    • Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
    • Collaborate with internal teams to enhance client service and operational efficiency.
Requirements:
  • Registered Equities Securities Salesman license by a recognized exchange.
  • Bachelor's degree in Finance, Economics, Accounting, or a related financial discipline preferred.
  • In-depth knowledge of investment products, including equities, bonds, foreign exchange, money markets, and derivatives.
  • Strong understanding of trading platforms, market mechanisms, and compliance regulations.
  • Excellent interpersonal and communication skills with a client-focused mindset.
  • Proficiency in a relevant language required.
  • Willingness to work under a flexible contract structure.


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