Institutional Equity Sales (Rolling Intake)

About COL Financial Group

COL Financial Group was established in 1999 with the aim of becoming every Filipino investor's most trusted wealth-building partner.  COL Financial is the Philippines' leading online stockbroker, with its online platform that offers access to both stocks and the country’s top mutual funds.  Formerly known as CitisecOnline, COL Financial is trusted by over 400,000 clients and has over Php75B in client assets

Your role

• Formulates specialized investment ideas and pitches to a wider range of institutional investors
• Develops and maintains high-quality relationships with clients
• Monitors client's preferences and assesses their investment goals

Compensation & benefits

• Medical
• Miscellaneous allowance
• Loans
• Dental
• Retirement
• Uniform
• Insurance

Career progression

The biggest challenge for fresh grads, though, is likely being unable to achieve career growth depending on the role. Even so, COL takes care of its high-performing employees by rewarding them with bonuses. There are opportunities for career and personal growth.

Work life balance

In terms of work-life balance, most people work during regular hours from Monday to Friday. The workload is generally manageable. Fresh grads should expect to do multiple tasks if they are assigned to a small team. Some insiders at the Makati investor center said that the workload can be hectic for this reason. It can be a good thing for someone who wants to accomplish a lot in their career right away.

Company culture

Most employees agree that COL employs approachable bosses, and friendly colleagues, and empowers everyone with financial literacy.

Fresh grads should expect to do multiple tasks if they are assigned to a small team. Some insiders at the Makati investor center said that the workload can be hectic for this reason. It can be a good thing for someone who wants to accomplish a lot in their career right away.

About you

• Bachelor's Degree in Management Engineering, Business Management/Administration, Applied Math, and Finance or Finance and Economics related course
• Good understanding of financial markets
• Familiar with basic accounting and finance principles
• Good oral and written communication and presentation skills
• Team oriented, with a positive attitude, and can handle working on different tasks with minimum supervision
• Experience in equities and research is preferred but not required
• Should be willing to take the Certified Securities Representative exam
• Must be willing to work onsite at Ortigas, Pasig City

How to apply

To apply for this position, simply click the “Apply” button on this page.

Source/s:

• colfinancial.com
• glassdoor.com
• prosple.com