
Financial Intermediary
2 days ago
A stock market intermediary is needed to buy and sell stocks on behalf of clients.
The ideal candidate will have excellent communication skills to build relationships with clients, as well as a strong working knowledge of investment markets and products, trading mechanisms, risk management, and financial instruments.
Key Responsibilities- Build long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
- Identify and engage potential clients to expand the client portfolio and increase trading volume and revenue streams.
- Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to Clients.
- Execute equity trades on behalf of Clients with precision and adherence to all relevant exchange regulations.
- Monitor and analyze market trends, economic news, and corporate actions to provide Clients with strategic trading insights.
- Registered with regulatory bodies and licensed securities salesman.
- Bachelor's Degree in finance, accounting, economics or other financial related discipline preferred.
- Working knowledge of various investment markets and products, trading mechanisms, risk management, and financial instruments.
As a stock market intermediary, you will be responsible for creating a loyal client base by providing exceptional service and support. You will work closely with research, compliance, and trading departments to ensure efficient and value-driven client interactions.
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Financial Services Assistant
2 weeks ago
Mandaluyong City, National Capital Region, Philippines beBeeErrorResolution Full time ₱450,000 - ₱750,000Financial Services Assistant - Error ResolutionThis role is focused on providing financial and management accounting assistance to the division or office supported. The ideal candidate will have at least 1 year of relevant experience in billing and be proficient in MS Office applications.The key responsibilities include:Investigating and resolving errors in...
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High Finance Professional
2 days ago
Angeles City, Central Luzon, Philippines beBeeFinancial Full time ₱1,200,000 - ₱1,800,000Financial IntermediaryThe Financial Intermediary plays a pivotal role in facilitating financial transactions for clients, encompassing the buying and selling of stocks and other securities.Key Responsibilities:Client Development & Relationship Building: Cultivate long-term relationships with institutional clients, fund managers, high-net-worth individuals,...
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Financial Advisor
1 week ago
Quezon City, National Capital Region, Philippines Allianz PNB Life Full time $60,000 - $80,000 per yearYour Career, Your TermsFinancial AdvisorCaelum Financial Solutions| Intermediary ofAllianz PNB Life(Disclaimer: This isnota bancassurance role. We operate under theagency channel, providing you with the flexibility and control to grow your own financial advisory business.)Are yougrowth-driven,business-minded, and looking for aflexible careerwhere your...
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Financial Advisor
2 weeks ago
Quezon City, National Capital Region, Philippines Allianz PNB Life Full timeCaelum Financial Solutions | Intermediary of Allianz PNB LifeDisclaimer: This is not a bancassurance role. We operate under the agency channel, providing you with the flexibility and control to grow your own financial advisory business.Are you growth-driven, business-minded, and looking for a flexible career where your success directly impacts your income...
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Client Accounting Officer
5 days ago
Mandaluyong City, National Capital Region, Philippines Asiaciti Trust Full time $104,000 - $130,878 per yearCompany DescriptionFor over 40 years, Asiaciti Trust has provided top-tier fiduciary and administrative services to high-net-worth individuals, intermediaries, and corporations. Operating in locations including Singapore, Hong Kong, the Cook Islands, Dubai, Nevis, New Zealand, Panama, and Samoa, the company prides itself on its global reach and versatility....
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Tax Compliance
1 week ago
Makati City, National Capital Region, Philippines Pioneer Your Insurance Full time ₱400,000 - ₱800,000 per yearOn Overview of your RoleTo assist in ensuring compliance to all tax-related transactions and processes, ensuring that the company achieves 100% tax compliance for all company operations.Duties and Responsibilities:Analyzes and applies BIR issuances and monitor BIR updates.Attends to tax-related requests and queries, of BIR, intermediaries, clients,...
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Scrum Master
1 week ago
Makati City, National Capital Region, Philippines Pointwest Squad Inc Full time $60,000 - $80,000 per yearExperience Requirements: Intermediary/Senior (3-5 years) ,· Experienced Agile Coach/Scrum Master needed to further the use of Agile practices at a large Financial Services company.· Ideal Coach will be a strong practitioner who with the skills to educate and help mature Agile teams.· The coach will also work with Project and PMO senior leadership to...
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Investment Officer
7 days ago
Makati City, National Capital Region, Philippines ARQCapital Full time $104,000 - $130,878 per yearThe Investment Officerwill be an integral part of ARQ's Investing team and will assist in pursuit of providing appropriate and innovative private mezzanine investment, and value creation to select promising Philippine SMEs. You will conduct comprehensive due diligence on Philippine SMEs aligned with ARQ's strategy, including financial, legal, and operational...
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Medical Underwriting Assistant
1 week ago
Cebu City, Central Visayas, Philippines QBE Europe Full timePrimary Details Time Type: Full time Worker Type: Employee The purpose of this role is to provide strategic direction for underwriting portfolios in the region, ensuring growth and profitability. Additionally, the role is responsible for building and maintaining onshore nurses, applying technical expertise, contributing to business results, and staying...
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Medical Underwriting Assistant
1 week ago
Cebu City, Central Visayas, Philippines QBE Insurance Full timeOverviewJoin to apply for the Medical Underwriting Assistant role at QBE Insurance.The purpose of this role is to provide strategic direction for underwriting portfolios in the region, ensuring growth and profitability. Additionally, the role is responsible for building and maintaining onshore nurses, applying technical expertise, contributing to business...