Investment Manager

2 days ago


Mandaue City, Central Visayas, Philippines beBeeInvestment Full time ₱750,000 - ₱1,500,000

Job Title: Investment Manager

Job Description:

The Investment Manager is responsible for managing and executing financial transactions for clients, including buying and selling stocks and other securities.

This position involves offering strategic guidance and advisory support to clients, assisting them in making informed investment decisions.

Key Responsibilities:

  • Foster strong relationships with institutional clients, fund managers, and high-net-worth individuals to create a loyal client base.
  • Identify and engage potential clients to expand the client portfolio and increase trading volume and revenue streams.
  • Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients.
  • Execute equity trades on behalf of clients with precision and adherence to exchange regulations.
  • Monitor and analyze market trends, economic news, and corporate actions to provide clients with strategic trading insights.
Requirements:
  • Registered with the relevant stock exchange and licensed Equities Securities Salesman.
  • Bachelor's Degree in finance, accounting, economics or 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.


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