Stock Broker / Sales Trader (Work Anywhere)
WHR Global Consulting
Date: 13 hours ago
City: Quezon City
Contract type: Contractor
The Stock Broker / Sales Trader plays a crucial role in managing and executing financial transactions for the company’s Clients, including the buying and selling of stocks and other securities. In addition to these responsibilities, he/she will also offer strategic guidance and advisory support to Clients, assisting them in making informed investment decisions tailored to their financial goals.
Key Responsibilities
Client Acquisition & Relationship Management
Foster and cultivate strong, long-term relationships with institutional clients, fund managers, high-net-worth (HNW) individuals, and corporate investors to create a loyal client base.
Proactively identify and engage potential clients to expand the client portfolio, thereby increasing trading volume and revenue streams.
Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients, ensuring they are well-informed for making investment decisions.
Trade Execution & Market Analysis
Execute equity trades on behalf of clients with precision and adherence to all relevant exchange regulations, ensuring compliance and risk management standards are upheld.
Continuously monitor and analyze market trends, economic news, and corporate actions, providing clients with strategic trading insights that enhance their investment strategies.
Collaborate effectively with internal teams, including research, compliance, and trading departments, to streamline and optimize the client service experience, ensuring that all client interactions are efficient and value-driven.
Qualifications
Registered with Philippine Stocks Exchange and licensed Equities Securities Salesman
Bachelors Degree in finance, accounting, economics or other financial related discipline preferred
Working knowledge of various investment markets and products (i.e. equities, bonds, deposits, foreign exchange, money market, derivatives), trading mechanisms, risk management and financial instruments
Strong communication and interpersonal skills to build and maintain relationships with Clients
Key Responsibilities
Client Acquisition & Relationship Management
Foster and cultivate strong, long-term relationships with institutional clients, fund managers, high-net-worth (HNW) individuals, and corporate investors to create a loyal client base.
Proactively identify and engage potential clients to expand the client portfolio, thereby increasing trading volume and revenue streams.
Deliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients, ensuring they are well-informed for making investment decisions.
Trade Execution & Market Analysis
Execute equity trades on behalf of clients with precision and adherence to all relevant exchange regulations, ensuring compliance and risk management standards are upheld.
Continuously monitor and analyze market trends, economic news, and corporate actions, providing clients with strategic trading insights that enhance their investment strategies.
Collaborate effectively with internal teams, including research, compliance, and trading departments, to streamline and optimize the client service experience, ensuring that all client interactions are efficient and value-driven.
Qualifications
Registered with Philippine Stocks Exchange and licensed Equities Securities Salesman
Bachelors Degree in finance, accounting, economics or other financial related discipline preferred
Working knowledge of various investment markets and products (i.e. equities, bonds, deposits, foreign exchange, money market, derivatives), trading mechanisms, risk management and financial instruments
Strong communication and interpersonal skills to build and maintain relationships with Clients
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