Investment Strategist

21 hours ago

Ayala Alabang, National Capital Region, Philippines beBeeInvestment Full time ₱4,000,000 - ₱8,000,000
Job Title: Investment StrategistJob Description:

The investment strategist plays a pivotal role in formulating and implementing financial strategies for clients, encompassing buying and selling of stocks and securities. This position entails providing insightful guidance and advisory support to clients, assisting them in making informed investment decisions aligned with their financial objectives.

Key Responsibilities:
  • Develop long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
  • Proactively identify 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 exchange regulations.
  • Continuously monitor market trends, economic news, and corporate actions, providing clients with strategic trading insights.
  • Collaborate with internal teams to streamline and optimize the client service experience.
Requirements:
  • Registration with the relevant regulatory bodies and sales license.
  • Bachelor's Degree in finance, accounting, economics, or other related discipline.
  • Working knowledge of various investment markets, products, trading mechanisms, risk management, and financial instruments.
  • Strong communication and interpersonal skills to build and maintain client relationships.

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