Head of Sales  

Main Responsibilities: Lead and grow our Equities Sales Team. Expand retail client base and maintain relationships with institutional clients.

Job Responsibilities :

• Lead, manage, and mentor the equities sales team to achieve individual and group targets;
• Develop and implement effective sales strategies to acquire and grow both retail and institutional clients and improve the company’s client acquisition strategies;
• Manage high-value client relationships and represent the firm in client presentations, events, and meetings;
• Deliver actionable trade ideas, supported by research and technical/ fundamental insights;
• Present market updates and equity ideas to clients in an educational format;
• Lead sales teams in conducting roadshows in and out of Metro Manila;
• Collaborate with Marketing, digital, and research teams to come up with campaigns, programs to attract new retail clients.
• Monitor sales performance and report regularly to senior management on KPIs and revenue forecasts;
• Work closely with research, marketing and operations to deliver seamless client experience;
• Uphold regulatory compliance and ensure team alignment with ethical practices;
• And other tasks that can be assigned from time to time.

• Bachelor’s Degree in Business, Finance, Economics, or a related field
• Minimum of 5 years of experience in Equity Sales, preferably from a stock brokerage firm.
• Experience in securities research is preferred (at least one year)
• Strong understanding of Philippine equity markets, trading, and financial products.
• Excellent verbal and written communication skills, confident public speaker with the ability to present market updates and proposals to clients.
• Results-driven, client-focused, and capable of leading a performance-based team. Holder of appropriate SEC certifications, eg, Certified Securities Representative license, is an advantage.