Investment Specialist

3 days ago


San Juan, National Capital Region, Philippines beBeeTrader Full time ₱1,000,000 - ₱1,400,000
Job Opportunity

We are seeking a skilled and experienced Financial Trader to execute equity transactions on behalf of our clients and provide strategic investment advisory services.

The ideal candidate will be proactive in client acquisition and relationship management while delivering precise trade execution and insightful market analysis.

Key Responsibilities:
  • Client Acquisition & Relationship Management
    • Build and nurture long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
    • Proactively identify and engage new prospective clients to expand the portfolio and drive trading volume.
  • 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.
Required Skills and Qualifications:
  • Must be a Registered Equities Securities Salesman licensed by the relevant exchange authority.
  • A bachelor's degree in Finance, Economics, Accounting, or a related financial discipline is preferred.
  • Strong knowledge of investment products, including equities, bonds, foreign exchange, money markets, and derivatives.
  • Excellent understanding of trading platforms, market mechanisms, and compliance regulations.
  • Superb interpersonal and communication skills with a client-focused mindset.


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