Strategic Investment Advisor

1 day ago


Lipa City, Calabarzon, Philippines beBeeFinancial Full time ₱3,000,000 - ₱5,000,000
Finance Specialist Job Description

The Finance Specialist is responsible for managing and executing financial transactions, including buying and selling stocks and securities. The role involves offering strategic guidance to clients and assisting them in making informed investment decisions.

Key Responsibilities:
  • Foster strong client relationships through regular communication and tailored market insights.
  • Proactively identify new business opportunities and expand the client portfolio.
  • Deliver comprehensive market analysis and trade recommendations to clients.
Requirements:
  • Registered with the relevant stock exchange authorities and licensed Equities Securities Salesman.
  • Bachelor's Degree in finance, accounting, economics or other related field preferred.
  • Strong knowledge of various financial markets, products and trading mechanisms.
  • Excellent communication and interpersonal skills.
Benefits:
  • Opportunity to work in a dynamic and fast-paced environment.
  • Competitive salary and benefits package.
  • Professional development and training opportunities.
Job Type:
  • Contract position available.
Seniority Level:
  • Entry level position available.
Industry:
  • Finance and sales.
Business Function:
  • Finance and operations.

A Financial Services firm seeks a talented Finance Specialist to join their team.



  • Lipa City, Calabarzon, Philippines beBeeStrategic Full time $60,000 - $98,000

    Job DescriptionAs a Strategic Impact Advisor, you will play a pivotal role in helping governments and social impact organizations deliver meaningful results to communities.We are seeking an exceptional individual with a strong analytical mindset, excellent communication skills, and a passion for public service. In this role, you will work closely with our...


  • Paranaque City, Calabarzon, Philippines beBeeinvestment Full time $7,000 - $8,000

    Real Estate Investment Analyst PositionOur organization is seeking a skilled Real Estate Investment Analyst to support our clients' investment decisions through financial modeling, market research, and report preparation.


  • Lipa City, Calabarzon, Philippines beBeeBusiness Full time $70,000 - $100,000

    Job OverviewAs a business development professional, you will represent the company in sales efforts, promoting its services to registered investment advisors. Your goal is to obtain new clients or grow existing revenue in your territory.Key ResponsibilitiesCollaborate with sales management to develop and execute territory sales plans, increasing sales and...


  • Lipa City, Calabarzon, Philippines beBeeExecutive Full time ₱800,000 - ₱1,000,000

    Strategic Advisor OpportunityThe ideal candidate will serve as a trusted advisor and right-hand to the CEO, driving initiatives and championing company culture. This role demands a high-performing individual with exceptional operational excellence and strategic influence skills.


  • Lipa City, Calabarzon, Philippines beBeeInvestment Full time ₱1,000,000 - ₱1,500,000

    Join a dynamic team as a Green Investment Specialist, supporting our investment management arm in Southeast Asia. We're seeking a highly motivated individual with expertise in clean energy and climate tech investments.The ideal candidate will have a deep understanding of the startup ecosystem and early-stage funding mechanisms, combined with passion for...


  • Lipa City, Calabarzon, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000

    Equity Trader Job DescriptionWe are seeking a skilled Equity Trader to join our team. As an Equity Trader, you will 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 and achieve their investment goals.About the Role:The ideal...


  • Lipa City, Calabarzon, Philippines beBeeTax Full time $125,000 - $155,000

    Senior U.S. Tax StrategistWe seek an experienced and forward-thinking U.S. Tax Strategist to join our team.This opportunity offers a long-term partnership for a professional who wants to move beyond compliance and become a true financial advisor.Key Responsibilities:Develop proactive tax plans, advise on entity structuring, manage all compliance, and serve...


  • Paranaque City, Calabarzon, Philippines Norilyn B. Detecio - Insurance Agent Full time ₱600,000 - ₱1,200,000 per year

    A Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional's job duties include:Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses, and assetsOffering strategic...

  • Investment Specialist

    19 hours ago


    Antipolo City, Calabarzon, Philippines beBeeInvestment Full time ₱900,000 - ₱1,200,000

    Job Title: Investment SpecialistWe are seeking a skilled and experienced Investment Specialist to execute equity transactions on behalf of our clients and provide strategic investment advisory services.Key Responsibilities:Client Acquisition & Relationship ManagementBuild long-term relationships with institutional clients, fund managers, high-net-worth...

  • Financial Advisor

    1 week ago


    San Pablo City, Calabarzon, Philippines ELROSS INSURANCE AGENCY INC. Full time ₱10,000 - ₱50,000 per year

    About UsElross Insurance Agency, Inc. (ELIA), a trusted general agency under Insular Life, helps individuals and families across the Philippines secure their financial future through tailored life insurance and investment solutions. We are client-focused, results-driven, and committed to supporting our advisors with the tools and training they need to...