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Institutional Equity Sales

Company

COL Financial Group

Location

pasig, metro manila

Posted

June 08, 2026

Position Overview

Institutional Equity Sales


Responsibilities:
  • Formulate specialized investment ideas and pitch to a wider range of institutional investors
  • Develop and maintain high-quality relationships with clients
  • Monitor clients' preferences and assess their investment goals

Requirements:
  • Bachelor's Degree in Management Engineering, Business Management/Administration, Applied Math, Finance, or Economics-related courses
  • Good understanding of financial markets
  • Familiarity with basic accounting and finance principles
  • Excellent oral and written communication and presentation skills
  • Team-oriented, positive attitude, able to handle multiple tasks with minimal supervision
  • Experience in equities and research is preferred but not required
  • Willingness to take the Certified Securities Representative exam
  • Availability to work onsite at Ortigas, Pasig City
  • <...

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