Senior Portfolio Specialist

1 day ago

Calamba, Calabarzon, Philippines beBeeInvestment Full time ₱4,000,000 - ₱8,000,000
Job Opportunity

As a Stock Trader, you will be responsible for executing equity transactions on behalf of clients and providing strategic investment advisory services. This role is critical in helping clients navigate the financial markets effectively and achieve their investment goals.

About the Role

We seek a licensed and experienced professional to proactively acquire new clients and manage existing relationships while delivering precise trade execution and insightful market analysis.

Key Responsibilities
  • Client Acquisition & Relationship Management:
    • Build and nurture long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
    • Proactively identify and engage new prospective clients to expand the portfolio and drive trading volume.
  • Trade Execution & Market Analysis:
    • Execute client equity trades efficiently and in full compliance with regulations and internal risk management protocols.
    • Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
Qualifications
  • Must be a Registered Equities Securities Salesman licensed by the regulatory body.
  • A bachelor's degree in Finance, Economics, Accounting, or a related field is preferred.
  • In-depth knowledge of investment products and strong understanding of trading platforms, market mechanisms, and compliance regulations.
  • Excellent interpersonal and communication skills with a client-focused mindset.

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