Senior Investment Professional

7 days ago

Dumaguete, Central Visayas, Philippines beBeeBrokerage Full time ₱800,000 - ₱1,200,000
Job Opportunity: Stock Broker

The role of a stock broker is multifaceted and demanding. It entails managing financial transactions for clients, encompassing buying and selling stocks as well as other securities. In addition to these core responsibilities, stock brokers are expected to provide insightful guidance and advisory support to their clients, helping them make informed investment decisions tailored to their individual financial goals.

Main Responsibilities
  • Foster Strong Client Relationships: Develop long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors to cultivate a loyal client base.
  • Cultivate New Business Opportunities: Identify and engage potential clients to expand the client portfolio, thereby increasing trading volume and revenue streams.
  • Deliver Market Insights: Provide comprehensive market insights, stock recommendations, and actionable trade ideas to clients, ensuring they are adequately informed for making investment decisions.
  • Execute Trades Precision: Execute equity trades on behalf of clients with precision and adherence to exchange regulations.
  • Stay Ahead of Market Trends: Monitor and analyze market trends, economic news, and corporate actions to offer clients strategic trading insights.
  • Team Collaboration: Collaborate with internal teams to streamline and optimize the client service experience.
Qualifications and Skills
  • Registration with the relevant stock exchange and licensure as an Equities Securities Salesman.
  • A Bachelor's Degree in finance, accounting, economics, or a related field is preferred.
  • Working knowledge of various investment markets and products, trading mechanisms, risk management, and financial instruments.
  • Strong communication and interpersonal skills to build and maintain relationships with clients.

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