Equity Portfolio Specialist

21 hours ago

Davao City, Davao, Philippines beBeeTrader Full time ₱3,000,000 - ₱7,000,000
Stock Trader Position

We are seeking a licensed and experienced Stock Trader to execute equity transactions on behalf of our clients and provide strategic investment advisory services.

This role is critical in helping clients navigate the financial markets effectively, achieve their investment goals, and grow their portfolios.

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.
    • Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
Requirements
  • Must be a Registered Equities Securities Salesman licensed by the regulatory body.
  • A bachelor's degree in Finance, Economics, Accounting, or a related financial discipline is preferred.
  • Strong understanding of investment products, including equities, bonds, foreign exchange, money markets, and derivatives.
  • Excellent interpersonal and communication skills with a client-focused mindset.
  • Proficiency in required languages is necessary.
Seniority level
  • Entry level
Job function
  • Finance and Sales
Industries
  • Financial Services

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