Chief Investment Strategist

1 day ago

Baguio City, Cordillera, Philippines beBeeInvestment Full time ₱800,000 - ₱1,000,000

Job Summary:

  • We are seeking a skilled Stock Trader to execute equity transactions and provide strategic investment advisory services to clients.

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.
    • Provide clients with comprehensive market insights, tailored stock recommendations, and timely trade ideas to support informed investment decisions.
  • Trade Execution & Market Analysis:
    • Execute client equity trades efficiently and in full compliance with regulatory requirements and internal risk management protocols.
    • Monitor financial markets, corporate actions, and economic indicators to identify trading opportunities and mitigate risks.
    • Collaborate with internal teams such as Research, Compliance, and Trading to enhance client service and operational efficiency.
Required Skills and Qualifications:
  • Registered Equities Securities Salesman license
  • Bachelor's degree in Finance, Economics, Accounting, or related field
  • Strong understanding of trading platforms, market mechanisms, and compliance regulations
  • Excellent interpersonal and communication skills
  • Proficiency in Fookien required

Seniority Level: Entry-Level. Job Function: Finance and Sales. Industries: Human Resources Services.

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