Careers
Equity Trader
- CSR license holder
- Excellent communication
Marketing Associate
As a Marketing Associate, you will be responsible for marketing and solicitation of new investment products through product presentations and product orientation; initiate and strengthen new and existing client relationships and perform administrative duties associated with the accounts.- Bachelor’s degree in any business related course
- Marketing oriented
- Previous experience in sales is a plus
- Fluency in Fookien and Mandarin is an advantage
Equity Analyst
As an Equity Research Analyst, you will perform fundamental analysis, build financial/valuation models and write equity research reports on Philippine listed companies.- Candidate must possess at least a Bachelor’s degree in finance, accounting, economics, business management and other related courses.
- Preferably 1-5 years of working experience in the related field
- CFA candidates/holders are preferred but not required
- Excellent communication and presentation skills
- Required Language(s): English, Filipino
- Proficient in MS Office applications (Word, Excel, Powerpoint)
Associated Person
Associated Person/Compliance Officer general responsibilities is to provide an effective compliance risk management framework, monitoring and implementation of the compliance system for Broker-Dealer which include internal control supervision of employees, agents, salesmen, officers, directors, clerks and stockholders of such Broker-Dealer for compliance with the Implement Rules and Regulation of the Securities Regulation Code and other rules adopted thereunder.- Bachelor’s degree in any business related course
- Preferably 1-5 years of working experience in the related field
- hould have attended the Certification Seminar for Associated Person and passed all examination Modules 1-5 provided by the SEC
- Excellent communication and presentation skills
- Required Language(s): English, Filipino
- Proficient in MS Office applications (Word, Excel, Powerpoint)
Accounting Staff
- Accounting Graduate
- Previous experience in bookkeeping is a plus
Customer Service Associate
- Bachelor’s degree in any business related course
- Marketing oriented
- Previous experience in sales is a plus