Portfolio Manager

13 hours ago

Makati City, National Capital Region, Philippines beBeeInvestment Full time ₱800,000 - ₱1,000,000
Job Profile

A stock trader is accountable for overseeing the purchase and sale of stocks on behalf of clients, providing strategic investment guidance to ensure their financial goals are achieved.

About This Role

As a pivotal figure in client portfolio management, this role entails navigating complex financial markets to deliver tailored investment solutions that cater to individual client needs.

Key Responsibilities
  • Client Engagement & Relationship Management
    • Develop long-term partnerships with institutional clients and corporate investors by identifying their unique needs and preferences.
    • Identify and pursue new business opportunities to expand the client base.
  • Trade Execution & Market Analysis
    • Execute trades efficiently while adhering to regulatory requirements.
    • Monitor market trends to identify potential trading opportunities.
Qualifications
  • Registered Equities Securities Salesman license issued by the relevant exchange authority.
  • Bachelor's degree in Finance or a related field.
  • In-depth knowledge of investment products and trading platforms.
  • Excellent communication and interpersonal skills.
Career Level
  • Entry-level position available for individuals looking to establish their career in finance.

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