Financial Expert

2 days ago

Pasig, National Capital Region, Philippines beBeeInvestment Full time ₱600,000 - ₱1,000,000
Investment Advisor

The Investment Advisor plays a vital role in guiding clients through the world of finance, helping them make informed investment decisions tailored to their goals.

Key Responsibilities:
  • Foster strong relationships with clients to create a loyal client base.
  • Identify and engage potential clients to expand the client portfolio, increasing revenue streams.
  • Deliver comprehensive market insights, stock recommendations, and trade ideas to clients, ensuring they are well-informed for investment decisions.
  • Execute equity trades on behalf of clients with precision and adherence to regulations, ensuring compliance and risk management standards.
  • Monitor market trends, economic news, and corporate actions, providing clients with strategic trading insights that enhance their investment strategies.
  • Collaborate effectively with internal teams to streamline the client service experience, ensuring efficient interactions.
Requirements:
  • Licenses as per regulatory bodies and Equities Securities Salesman certification.
  • Bachelor's Degree in finance, accounting, economics, or financial related discipline preferred.
  • Knowledge of various markets, products, trading mechanisms, risk management, and financial instruments.
  • Strong communication skills to build and maintain relationships with Clients.
What You'll Gain:

A dynamic work environment with opportunities to grow professionally.

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