Location:
Ortigas, National Capital Region
Contract Type:
Contract
Experience Required:
No Experience
Education Level:
Bachelor’s Degree
Job Description
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
• 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 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.
Candidates with attached CV and relevant experience will be considered for a phone interview.
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.
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 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.
Candidates with attached CV and relevant experience will be considered for a phone interview.
Number of vacancies:
1
Company Description
WHR Global Consulting is a trusted HR and business consulting firm based in Taguig City. We specialized in recruitment, executive search, HR outsourcing, and organizational development. Committed to excellence and client satisfaction, we help build strong, people-focused teams through innovative and tailored human capital solutions.
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