Job closed.
Job Description
- Build strong relationship with Institutional Clients
- Generate orders from clients using the firm’s research and recommendations
- Establish and achieve, monthly cross-selling targets
- Update the clients daily on news and other information relevant to the stock market
- Provide a daily morning note, mid-day report, and market wrap-up for the sales team and the clients
Minimum Qualifications
- Bachelor’s Degree in Economics, Finance Management and other relevant studies
- Certified Securities Representative (CSR) license from the SEC
- Must have an independent book of institutional agency business with strong buy-side relationships
- Must have a minimum of three years equity sales trading and institutional experience
- Must be knowledgeable of institutional order executions and allocations
- Ability to multi-task and to work well under pressure, strong problem-solving skills and decision-making skills
Perks and Benefits
- Medical / Health Insurance
- Paid Sick Leave
- Flexitime
- Performance Bonus
- Paid Bereavement/Family Leave
- Relocation Assistance
- Paid Holidays
- Paid Vacation Leave
- Maternity & Paternity Leave
Jobs Summary
- Job Level
- Entry Level / Junior, Apprentice
- Job Category
- Customer Service
- Educational Requirement
- Bachelor's degree graduate
- Recruiter response to application
- Once in a while
- Office Address
- Makati, Metro Manila, Philippines
About Investa
Investa is the fastest growing social-financial platform that provides educational tools to empower Filipinos in their stock market journey.
We aim to help investors of all levels, whether beginner or pro, through our platform.
WHY JOIN US?
✅ WFH and even if things go normal we will implement only 1 to 2 days in the office. We focus on output not hours
✅ Stock market mentoring and guidance. We constantly share our ideas and strategies with our team. We help each other become better
✅ Potential performance-based stock options
Sounds like an interesting expedition? Join us and let's work together to change the investment & trading landscape here in the Philippines and abroad.