Investment Specialist

12 hours ago


Antipolo City, Calabarzon, Philippines beBeeInvestment Full time ₱900,000 - ₱1,200,000
Job Title: Investment Specialist

We are seeking a skilled and experienced Investment Specialist to execute equity transactions on behalf of our clients and provide strategic investment advisory services.


Key Responsibilities:
  • Client Acquisition & Relationship Management
    • Build long-term relationships with institutional clients, fund managers, high-net-worth individuals, and corporate investors.
    • 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 compliance with regulations 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 is required.
  • Bachelor's degree in Finance, Economics, Accounting, or related field 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.


  • Antipolo City, Calabarzon, Philippines beBeeInvestment Full time $7,000 - $8,000

    We are seeking a Senior Real Estate Investment Specialist to join our team. As a detail-oriented and analytical individual, you will work closely with our clients to support their investment decisions.Job DescriptionThe role involves financial modeling, market research, and preparing reports to analyze real estate investments and assess property performance....


  • Antipolo City, Calabarzon, Philippines beBeeValuation Full time ₱7,000 - ₱8,000

    Job OverviewThe Property Valuation Assistant role entails developing financial models, conducting market research, and generating reports to inform client investment decisions.


  • Antipolo City, Calabarzon, Philippines beBeeAnalytical Full time $60,000 - $90,000

    Acquisitions Analyst Job DescriptionThe Acquisitions Analyst will play a vital role in supporting the acquisition and finance teams with tasks such as financial analysis, market research, due diligence, investment presentations, and pipeline management.The successful candidate will be responsible for:Conducting thorough financial analysis and underwriting of...


  • Paranaque City, Calabarzon, Philippines beBeeCleanEnergy Full time $60,000 - $85,000

    Job Title: Clean Energy Investment SpecialistAt our organization, we are seeking a highly skilled Clean Energy Investment Specialist to join our team remotely. The ideal candidate will have a strong understanding of the clean energy sector and be able to analyze complex data to inform investment decisions.Key Responsibilities:Investment Analysis (60%)Collect...


  • Lipa City, Calabarzon, Philippines beBeeInvestment Full time ₱1,000,000 - ₱1,500,000

    Join a dynamic team as a Green Investment Specialist, supporting our investment management arm in Southeast Asia. We're seeking a highly motivated individual with expertise in clean energy and climate tech investments.The ideal candidate will have a deep understanding of the startup ecosystem and early-stage funding mechanisms, combined with passion for...


  • Paranaque City, Calabarzon, Philippines beBeeInvestment Full time A$12,000 - A$24,000

    We are seeking a driven and client-focused real estate investment specialist to join our property investment advisory team.Job DescriptionThe ideal candidate will have proven success in selling real estate investment solutions to clients who are looking to grow their wealth through property ownership. This role is specifically designed for professionals with...


  • Paranaque City, Calabarzon, Philippines beBeeClimate Full time ₱800,000 - ₱1,200,000

    Investment Manager OpportunityAre you a seasoned investment professional with a passion for climate tech and sustainable investing? Do you have experience driving growth in emerging markets? We are seeking an experienced Investment Manager to join our team remotely and drive our current and prospective investment activities in Southeast Asia.


  • Lipa City, Calabarzon, Philippines beBeeQuantitative Full time $80,000 - $120,000

    Unlock the Potential of Crypto InvestingAs a leading provider of AI-driven cryptocurrency ratings and price predictions, we empower customers to make informed investment decisions. We are seeking a seasoned Crypto Quantitative Analyst to design and optimize trading strategies that leverage our professional analysts, analytics, and artificial intelligence.Key...


  • Lipa City, Calabarzon, Philippines beBeeInvestment Full time ₱800,000 - ₱1,200,000

    Equity Trader Job DescriptionWe are seeking a skilled Equity Trader to join our team. As an Equity Trader, you will execute equity transactions on behalf of clients and provide strategic investment advisory services.This role is critical in helping clients navigate the financial markets effectively and achieve their investment goals.About the Role:The ideal...


  • Lipa City, Calabarzon, Philippines beBeeInvestment Full time $70,000 - $90,000

    Job Description:Loan Processor RoleWe are seeking a highly skilled Loan Processor to join our team. As the operational quarterback, you will oversee the entire loan process from application to closing.Your primary responsibility will be to manage multiple files simultaneously while ensuring 100% accuracy and quality standards. You will also communicate...