Successful Trader

1 week ago

Dasmariñas, Calabarzon, Philippines beBeeInvestment Full time ₱800,000 - ₱1,000,000
Job Opportunity

Investment Advisor Role

Seeking a skilled Investment Advisor to provide strategic investment services and execute equity transactions.

About the Position

This critical role involves building relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.

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

Key Responsibilities
  • Client Acquisition & Relationship Management:
    • Build long-term relationships with clients and identify new prospective clients.
    • Provide clients with comprehensive market insights, tailored stock recommendations, and timely trade ideas.
  • Trade Execution & Market Analysis:
    • Execute client equity trades efficiently and in full compliance with regulations.
    • Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities.
Requirements
  • A Registered Equities Securities Salesman license is mandatory.
  • A bachelor's degree in Finance, Economics, or a related field is preferred.
  • Strong knowledge of investment products, trading platforms, and market mechanisms.
  • Excellent interpersonal and communication skills with a client-focused mindset.
  • Proficiency in Fookien is required.
  • Willingness to work on a commission-only compensation structure.
Seniority Level
  • Entry level
Job Function
  • Finance and Sales
Industries
  • Financial Services

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