Stock Trader
Job Title: Stock Trader
Job Level: NA
Job Type: Commission-BasedLocation: Work From Anywhere
About Meta Capital Securities, IncorporatedMeta 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 InsightsAbout 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.
- 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 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