Retail Equity Advisor — Client Relationships & Market Insights

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

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.