Investment Specialist

23 hours ago

Cebu City, Central Visayas, Philippines beBeeInvestment Full time ₱1,200,000 - ₱2,000,000
Market Strategist Role

We are seeking a licensed and experienced Market Strategist to execute equity transactions on behalf of clients and provide strategic investment advisory services. This role is critical in helping clients navigate the financial markets effectively, achieve their investment goals, and grow their portfolios.

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

Key Responsibilities
  • Client Growth & Relationship Management
    • Build and nurture long-term relationships with clients and drive trading volume.
    • Provide clients with comprehensive market insights, tailored stock recommendations, and timely trade ideas to support informed investment decisions.
  • Trade Execution & Market Analysis
    • Execute trades efficiently and in full compliance with regulations and internal risk management protocols.
    • Monitor financial markets and identify trading opportunities and mitigate risks.
Required Qualifications
  • A Registered Equities Securities Salesman license by a major stock exchange is required.
  • 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 is essential.
  • Strong understanding of trading platforms and compliance regulations is required.
  • Excellent interpersonal and communication skills with a client-focused mindset are necessary.

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