Portfolio Manager

1 week ago


Hagonoy, Central Luzon, Philippines beBeeInvestment Full time ₱5,144,900 - ₱7,281,400
Job Opportunity

We are seeking a seasoned investment professional to execute equity transactions on behalf of our clients and provide strategic portfolio management 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:
    1. Establish and maintain long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
    2. Proactively identify and engage new prospective clients to expand the portfolio and drive trading volume.
  • Trade Execution & Market Analysis:
    1. Execute client equity trades efficiently and in full compliance with regulations.
    2. Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
Requirements
  • Must be a Registered Equities Securities Salesman licensed by the relevant regulatory authority.
  • A bachelor's degree in Finance, Economics, Accounting, or a related financial discipline is preferred.
  • In-depth knowledge of investment products, including equities, bonds, foreign exchange, money markets, and derivatives.


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