Financial Expert Advisor

7 days ago

Tanauan, Calabarzon, Philippines beBeeInvestment Full time ₱1,500,000 - ₱2,500,000
Investment Representative Job Summary

As an Investment Representative, you will be responsible for managing and executing financial transactions for clients, including buying and selling stocks and other securities.

Key Responsibilities:
  • Client Acquisition & Relationship Management: Develop strong relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors to create a loyal client base.
  • Proactively identify and engage potential clients to expand the client portfolio, increasing trading volume and revenue streams.
  • Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients, ensuring they are well-informed for making investment decisions.
Requirements:
  • Registered as an Equities Securities Salesman with the relevant exchange.
  • Bachelor's degree in Finance, Accounting, Economics, or a related field 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.
Benefits:
  • Opportunity to work with a dynamic team and contribute to the company's growth.
  • Chance to develop and enhance your skills and expertise in investment and sales.
  • Competitive compensation package and benefits.
Other Information:

Candidates with attached CV and relevant experience will be considered for a phone interview.

Job Details:
  • Seniority level: Not Applicable
  • Employment type: Contract
  • Job function: Finance and Sales
  • Industries: Human Resources Services

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