Equity Sales

RHB Banking Group; Jakarta Pusat; On-site; IDR 120,000,000 - 210,000,000; Full time

Job summary

RHB Banking Group is recruiting for an equity sales role based in Jakarta. The candidate will stay current on market news, build strong relationships with retail equity clients, understand client needs, and provide trading recommendations backed by Research Department insights.

Responsibilities include communicating orders to Sales Dealers, visiting clients, and expanding the client base while ensuring KYC compliance and account openings for securities and financing facilities.

Qualifications

• Bachelor’s degree in Business, Economics, Finance, or Accounting is required.
• Strong interest in the equity market.
• Holds a WPPE License.
• Experience in building customer loyalty.
• Excellent interpersonal skills.
• Proven time management skills.
• Willing to be placed at any branch office (Sumatra, Sulawesi, Java, etc.)

Responsibilities

• Staying up to date to market news and development.
• Build and maintain strong relationship with retail equity clients by understanding their needs and trading preferences.
• Inform clients with market news and implications on trading recommendations.
• Provide clients with trading recommendations based on Research Department.
• Communicate client orders to Sales Dealer needs and execute transactions.
• Visit clients to build rapport and serve their needs.
• Approach potential clients to establish rapport and grow retail client base.
• Assist new clients through registration and Know Your Customer compliance.
• Open regular Security accounts and financing Securities accounts for clients.

Skills

Strong interest in equity market

Interpersonal skills

Time management

Customer loyalty experience

Education

Bachelor’s degree in Business, Economics, Finance, or Accounting

WPPE License

Job description

• Staying up to date to market news and development.
• Build and maintain strong relationship with retail equity clients by:
• Understand clients needs
• Understand clients trading preferences.
• Inform clients with all relevant market news and development and its implication on trading recommendation.
• Provide clients with trading recommendation based on the research by Research Department.
• Communicate clients transaction order to Sales Dealer needs
• Call and visit clients to build excellent rapport and serve clients relevant needs
• Continuously renew the WPPE license
• Approach potential clients and establish excellent rapport to make new retail clients for the company.
• Assist new retail clients through the registration process.
• Applying Know Your Customer Principles as referred to in OJK Regulations
• Make a contract to open regular Security accounts with clients
• Make a contract to open a financing Securities account with a customer for customer who receive financing facilities
• Working closely with sales dealer and admin branch
• Dealing with retail clients.
• Responsible upon trading errors and unresolved debts
• Responsible for clients transaction upon regulatory related questionings

Key Individual Accountabilities

• Staying up to date to market news and development.
• Build and maintain strong relationship with retail equity clients by:
• Understand clients needs
• Understand clients trading preferences.
• Inform clients with all relevant market news and development and its implication on trading recommendation.
• Provide clients with trading recommendation based on the research by Research Department.
• Communicate clients transaction order to Sales Dealer needs
• Call and visit clients to build excellent rapport and serve clients relevant needs
• Continuously renew the WPPE license
• Approach potential clients and establish excellent rapport to make new retail clients for the company.
• Assist new retail clients through the registration process.
• Applying Know Your Customer Principles as referred to in OJK Regulations
• Make a contract to open regular Security accounts with clients
• Make a contract to open a financing Securities account with a customer for customer who receive financing facilities
• Working closely with sales dealer and admin branch
• Dealing with retail clients.
• Responsible upon trading errors and unresolved debts
• Responsible for clients transaction upon regulatory related questionings

Requirement

• Bachelor’s degree in Business, Economics, Finance, or Accounting.
• Strong interest in the equity market.
• Holds a WPPE License.
• Experience in building customer loyalty.
• Excellent interpersonal skills.
• Proven time management skills.
• Willing to be placed at any branch office (Sumatra, Sulawesi, Java, etc.)