Portfolio Manager

1 day ago


Cainta, Calabarzon, Philippines beBeeInvestment Full time ₱1,200,000 - ₱1,500,000
Financial Consultant

The Financial Consultant plays a pivotal role in managing and executing financial transactions, encompassing buying and selling of stocks. They provide strategic guidance to clients, assisting them in making informed investment decisions.

Key Responsibilities
  • Develop strong relationships with institutional clients to create a loyal client base.
  • Deliver comprehensive market insights and tailored stock recommendations.
  • Execute equity trades on behalf of clients while ensuring compliance and risk management standards are upheld.
  • Collaborate with internal teams to streamline the client service experience.
Qualifications
  • Registered with regulatory bodies and licensed Securities Salesman.
  • Bachelor's Degree in finance or other related field preferred.
  • Working knowledge of various investment markets and products.
  • Strong communication and interpersonal skills.


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