Portfolio Manager

2 days ago


Batangas, Calabarzon, Philippines beBeeStock Full time ₱300,000 - ₱600,000
Stock Trader and Sales Professional

The Stock Trader/Sales Professional plays a vital role in managing and executing financial transactions for our clients, including buying and selling stocks and other securities. In addition to these responsibilities, he/she will also provide strategic guidance and advisory support to clients, assisting them in making informed investment decisions tailored to their financial goals.

Key Responsibilities
  • Client Relationship Management: Foster strong relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors to build a loyal client base.
  • Market Insights and Analysis: Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients, ensuring they are well-informed for making investment decisions.
  • Trade Execution: Execute equity trades on behalf of clients with precision and adherence to all relevant exchange regulations, ensuring compliance and risk management standards are upheld.
  • Collaboration and Communication: Collaborate effectively with internal teams, including research, compliance, and trading departments, to streamline and optimize the client service experience.
Requirements and Qualifications
  • Registered Securities Salesman or equivalent qualification
  • Bachelor's Degree in finance, accounting, economics, or other financial related discipline
  • Strong communication and interpersonal skills to build and maintain relationships with Clients
Job Type and Industry
  • Contract basis
  • Finance and Sales

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