Stock Broker / Sales Trader
WHR Global Consulting
Date: 2 weeks ago
City: Quezon City
Contract type: Contractor
Company Address: Ortigas
Work Arrangement: Work Anywhere
Employment Type: Contractual
Salary: Commission-based
About The Role
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
Work Arrangement: Work Anywhere
Employment Type: Contractual
Salary: Commission-based
About The Role
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.
- 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.
- Registered with the Philippine Stock Exchange and licensed as an Equities Securities Salesman.
- Bachelor’s degree in Finance, Accounting, Economics, or other financial-related discipline preferred.
- Working knowledge of various investment markets and products (e.g., 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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