Stock Trader

Job Title: Stock Trader

Job Level: NA

Job Type: Commission-Based

Location: Work From Anywhere

About Meta Capital Securities, Incorporated

Meta Capital Securities, Inc. is a dynamic brokerage and investment advisory firm committed to helping individuals and institutions achieve financial success. Formerly known as Yu & Co., Inc., we carry forward a legacy of trust and expertise while embracing innovation in today’s fast-paced markets.

We offer tailored solutions in equities, fixed income, mutual funds, and portfolio management – combining time-tested strategies with cutting-edge insights. Our mission is to make investing clear, accessible, and rewarding for every client.

With a client-first philosophy and a team of experienced market professionals, we stand at the intersection of tradition and progress, empowering investors to grow and protect their wealth.

Specialties:

Stock Trading

Investment Advisory Services

Portfolio Management

Research & Market Insights

About the Role The Stock 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
  • Bachelor's 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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