Equity Sales

PT RHB Sekuritas Indonesia; Jakarta Utara; On-site; IDR 150,000,000 - 240,000,000; Full time

Job summary

PT RHB Sekuritas Indonesia seeks a proactive Relationship Manager to serve retail equity clients. You will understand client needs, trading preferences, and provide market updates and recommendations.

The role requires WPPE license, strong interpersonal and time-management skills, and willingness to be placed at any branch across Indonesia. You will work closely with sales, dealers, and admin to ensure compliance and excellent client service.

Qualifications

• Bachelor’s degree in Business, Economics, Finance, or Accounting.
• Strong interest in 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 with market news and developments.
• Build and maintain strong relationships with retail equity clients and understand their needs.
• Inform clients of market news, implications, and provide trading recommendations.
• Communicate client orders to Sales Dealer and coordinate execution.
• Assist new clients through registration and Know Your Customer processes.
• Ensure licensing and regulatory compliance across activities.

Skills

Interpersonal skills

Time management

Client relationship

Willingness to relocate

Education

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

Job description

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

Requirements

• 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.)

A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars - RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.