Equity Specialist

2 days ago

Province of Palawan, Mimaropa, Philippines beBeeInvestment Full time ₱1
Job Overview

Financial Trader Role

This is a critical position that involves executing equity transactions on behalf of clients and providing strategic investment advisory services.

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

Responsibilities
  • Client Acquisition & Relationship Management
    • Build and nurture long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
    • Proactively identify and engage new prospective clients to expand the portfolio 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 client equity trades efficiently and in full compliance with regulatory requirements.
    • Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
    • Collaborate with internal teams such as Research, Compliance, and Trading to enhance client service and operational efficiency.
Requirements
  • Must have a registered equities securities salesman license.
  • A bachelor's degree in finance or economics is preferred.
  • In-depth knowledge of investment products, including equities, bonds, foreign exchange, money markets, and derivatives.
  • Strong understanding of trading platforms, market mechanisms, and compliance regulations.
  • Excellent interpersonal and communication skills with a client-focused mindset.
  • Proficiency in Fookien is required.
  • Willingness to work under a commission-only compensation structure.
Seniority level
  • Entry-level
Industry
  • Financial Services

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