27 Stock Broker jobs in the Philippines

About the Role
br>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. < r>
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
Bachelors 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

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.
br>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. < r>
Proactively identify and engage potential clients to expand the client portfolio, thereby increasing trading volume and revenue streams. < r>
eliver comprehensive market insights, tailored stock recommendations, and actionable trade ideas to clients, ensuring they are well-informed for making investment decisions. < r>


Trade Execution & Market Analysis

xecute equity trades on behalf of clients with precision and adherence to all relevant exchange regulations, ensuring compliance and risk management standards are upheld. < r>
ontinuously monitor and analyze market trends, economic news, and corporate actions, providing clients with strategic trading insights that enhance their investment strategies. < r>
ollaborate 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. < r>
Qualifications:

egistered with Philippine Stocks Exchange and licensed Equities Securities Salesman < r>
achelors Degree in finance, accounting, economics or other financial related discipline preferred < r>
orking knowledge of various investment markets and products (i.e. equities, bonds, deposits, foreign exchange, money market, derivatives), trading mechanisms, risk management and financial instruments < r>
trong communication and interpersonal skills to build and maintain relationships with Clients

**About this role:**
Wells Fargo is seeking a Customer Service Representative.
**In this role, you will:**
+ Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
+ Interact with customer service team and perform moderately complex customer support tasks
+ Manage risk by following all policies and procedures and staying abreast of changes to them
+ Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
+ Receive direction from customer service supervisor and escalate non-routine questions
**Required Qualifications:**
+ 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
**Desired Qualifications:**
+ Completed 2nd year in college all units
+ Strong CSAT background
+ Preferred background in securities operations (e.g. trade processing, trade booking, brokerage services, derivatives, fixed income, etc
**Job Expectations:**
+ Amenable to 100% inbound support role
+ Wiling to work on permanent night shift schedule that follow US holidays
+ Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City
**Posting End Date:**
14 Sep 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-442193

Job Location
Taguig City
Job Description
Do you want to start a professional career with P&G? Do you have a passion for Finance & Accounting? We welcome you to apply and join us as an Associate - Financial Services & Solutions.
In F&A, you would have the opportunity to experience a breadth of assignments as well as the flexibility to meet your individual career objectives as we work together to build our businesses.
Responsibilities of the role
This role is responsible for supporting the Finance & Accounting Manager(s) of the group you belong to. You are expected to consistently exhibit proactiveness in delivering the transactional accounting and processing requirements of the operational groups you belong to, interface/collaborate effectively with F&A/non-F&A Admin Owners and Managers from other operational groups in Manila and other regions, interact and manage third parties (e.g., vendors/suppliers, IBM, HP), handle confidential data and nurture a positive work environment characterized by trust, inclusiveness, teamwork and excellence.
We offer you the chance to partner with us in building our businesses while you continue to develop a broad base of skills as you meet your career objectives. We also provide you with the tools to take charge of your professional development.
Job Qualifications
+ At least a Bachelor's Degree in any Business Course (Accounting, Economics, Finance, Mgt of Financial Institutions) or Math-related Course (Math, Statistics) is highly preferred, though open to any BS/BA course as long as experience/knowledge in accounting/finance/math fields is demonstrated
+ SAP knowledge is an advantage
+ Hard-working & self-driven
+ Customer-service oriented
+ Flexible on work hours
+ Has good communication skills (both oral and written)
+ Adaptability to learn and master new applications
+ Thrives in a changing and dynamic environment
+ Team-player, can work with diverse individuals collaboratively
Note: This role is opened to both Experienced Professionals and fresh graduates.
About us
We produce globally recognized brands and we grow the best business leaders in the industry. With a portfolio of trusted brands as diverse as ours, it is paramount our leaders are able to lead with courage the vast array of brands, categories and functions. We serve consumers around the world with one of the strongest portfolios of trusted, quality, leadership brands, including Always®, Ariel®, Gillette®, Head & Shoulders®, Herbal Essences®, Oral-B®, Pampers®, Pantene®, Tampax® and more. Our community includes operations in approximately 70 countries worldwide.
Visit to know more.
Our consumers are diverse and our talents - internally - mirror this diversity to best serve it. That is why we're committed to building a winning culture based on Inclusion and our ideal candidate is passionate about the same principle: you will join our daily effort of being "in touch" so we craft brands and products to improve the lives of the world's consumers now and in the future. We want you to inspire us with your unrivaled ideas.
We are committed to providing equal opportunities in employment. We do not discriminate against individuals on the basis of race, color, gender, age, national origin, religion, sexual orientation, gender identity or expression, marital status, citizenship, disability, veteran status, HIV/AIDS status, or any other legally protected factor.
Job Schedule
Full time
Job Number
R000120633
Job Segmentation
Entry Level

**FINANCIAL SERVICES REPRESENTATIVE II**

**BASIC FUNCTION OF JOB**

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Supervisor of Financial Services.

**WORK PERFORMED**

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Manage an assigned portfolio of client AR.
- This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with mínimal supervision. Resolution to issues is generally more complex and requires good problem-solving skills.
- Provide special billing requirements for strategic clients.
- Ability to successfully meet client Portal billing requirements
- Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract.
- Keep detailed record/status of their ongoing collection efforts.
- Receive payment information from clients and record amounts promised to be paid into client’s account.
- Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts.
- Update Collections Management with status reports on top delinquent accounts.
- After consultation with their manager, order service interruption/credit hold on future orders.
- Sort and file correspondence.
- After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager.
- Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients.
- Must maintain their portfolio goals aligned to departmental standards.
- Other duties as assigned.

**MINIMUM REQUIREMENTS**

**Education and/or Experience**:
High school diploma or general education degree (GED), college degree preferred. Two years previous collections experience required and/or training; or equivalent combination of education and experience.

***:
**KNOWLEDGE, SKILLS, AND ABILITIES**:
Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations. Ability to write basic reports and business correspondence. Must possess the ability to effectively present information and communicate, both orally and in written form, with clients and fellow Insight teammates. Must possess basic knowledge of Collection laws and procedures.

Ability to develop rapport with client AP contacts and respective sales teams. This Representative’s portfolio is primarily made up of larger clients. These clients require a more experienced collector who can perform their daily tasks with mínimal supervision. Resolution to issues is generally more complex and requires good problem solving skills. Must be able to complete assigned tasks in a specified time frame. Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients. Must maintain their portfolio balances at or below predetermined departmental standards.

**WORK ENVIRONMENT**

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Moderate noise (i.e. business office with computers and printers, light traffic)
- Ability to work in a confined area
- Ability to sit at a computer terminal for an extended period

**PHYSICAL DEMANDS**

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.***
- While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach, stoop kneel to install computer equipment
- Specific vision abilities required by this job include close vision requirements due to computer work.

**Financial Services Representative I**

**Pasig City - Philippines**

**Position Overview**

The Financial Services Rep II is responsible for the effective resolution of client AR within an assigned portfolio of accounts.Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Supervisor of Financial Services.

**What will you do at Insight**
- Manage an assigned portfolio of client AR.
- Provide special billing requirements for strategic clients.
- Ability to successfully meet client Portal billing requirements
- Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service, or credit contract.
- Keep detailed record/status of their ongoing collection efforts.
- Receive payment information from clients and record amounts promised to be paid into client’s account.
- Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts.
- Update Collections Management with status reports on top delinquent accounts.
- After consultation with their manager, order service interruption/credit hold on future orders.
- Sort and file correspondence.
- After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager.
- Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLA’s (Service Level Agreements) with sales and clients.
- Must maintain their portfolio goals aligned to departmental standards.
- Other duties as assigned.

**What you’ll need to join Insight**
- Open for college grad and undergrad.
- 1- 2 years previous collections experience required and/or training; or equivalent combination of education and experience.

**About Insight**
- Founded in 1988 in Tempe, Arizona
- 11,000+ teammates in 21 countries providing Insight Intelligent Technology
- Solutions for organizations across the globe
- $9.2 billion in revenue in 2018*
- Ranked #430 on the 2019 Fortune 500, #14 on the 2019 CRN Solution Provider
- 500
- 2019 Adobe Americas Partner of the Year, 2019 Cisco Global-Americas Partner of
- the Year, 2019 Intel IoT Solutions Partner of the Year, Microsoft U.S. Azure Partner
- Choice Award for Data/AI, Microsoft Azure Expert Managed Services Provider
- Ranked #23 on the 2019 Fortune 50 Best Workplaces in Technology, #70 on the
- 2019 Fortune 100 Best Workplaces for Diversity, and #7 on the Phoenix Business
- Journal 2019 list of Best Places to Work (Extra Large Business)
- Signatory of the United Nations (UN) Global Compact and Affiliate Member of the
- Responsible Business Alliance Proforma to include PCM, Inc. for fiscal year ended Dec. 31, 2018
- Insight is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation or any other characteristic protected by law.

Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>

Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>

Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>


BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!

Give us a ring, and let’s talk about how we can help you. Apply today!

Easy and Fast One-day Hiring Process! Earn up to 28k monthly plus more benefits! We are looking for a Non-Voice Agent in our Metro Sites! This is for urgent hiring, don’t miss this opportunity and Apply Now!
br>Responsibilities:
• Manage non-voice account tasks including data entry, email correspondence, and chat support. < r>• Provide accurate information and resolve inquiries through written communication. < r>• Process service requests, updates, and follow-ups efficiently. < r>• Ensure high-quality and timely responses to customer queries and issues. < r>• Maintain detailed records of interactions and transactions. < r>• Meet performance targets for productivity, quality, and customer satisfaction. < r>

Qualifications:
• High school diploma or equivalent < r>• Good communication and interpersonal skills < r>• Excellent problem-solving and decision-making abilities < r>• Ability to thrive in a fast-paced and dynamic environment < r>

Our Awesome Benefits:
• Fix weekends Off < r>• Competitive Salary < r>• Monthly Commissions < r>• HMO with 2 FREE Dependents from Day 1 < r>• Free Coffee and Biscuits at the office < r>• Paid leaves, OT & holiday pay < r>• Government-mandated benefits & 13th-month pay < r>


BE PART OF A GROWING TEAM AND ENJOY WORK-LIFE BALANCE!

Give us a ring, and let’s talk about how we can help you. Apply today!