Investment Strategist

1 week ago


Marikina City, National Capital Region, Philippines beBeeStrategist Full time ₱1,800,000 - ₱3,000,000
Job Overview

The ideal candidate will execute equity transactions on behalf of clients and provide strategic investment advisory services. They will analyze market trends, identify opportunities, and implement effective investment strategies to achieve client goals.

About the Role

This role is critical in helping clients navigate financial markets effectively, achieve their investment objectives, and grow their portfolios. The successful candidate will have a deep understanding of the stock market and be able to provide expert advice to clients.

Main Responsibilities
  • Client Acquisition & Relationship Management:
    • Build long-term relationships with institutional clients and high-net-worth individuals.
    • Provide clients with comprehensive market insights and tailored stock recommendations.
  • Trade Execution & Market Analysis:
    • Execute client equity trades efficiently and in full compliance with regulations.
    • Monitor financial markets to identify trading opportunities and mitigate risks.
Key Qualifications
  • Registered Equities Securities Salesman license by a reputable exchange.
  • Bachelor's degree in Finance or a related field.
  • In-depth knowledge of investment products and trading platforms.


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