Retail Equity Relationship & Trading Advisor

RHB Bank Berhad; Jakarta Pusat; On-site; IDR 180,000,000 - 240,000,000; Full time

Job summary

RHB Bank Berhad in Indonesia (Jakarta) seeks a skilled Retail Equity Client Relationship professional to manage and grow relationships with retail clients, provide market insights, and coordinate trading activities with the sales team.

The role emphasizes understanding client needs, trading preferences, and regulatory compliance, including KYC, to support client onboarding and ongoing service.

Responsibilities

• 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

Job description

RHB Bank Berhad in Indonesia (Jakarta) seeks a skilled Retail Equity Client Relationship professional to manage and grow relationships with retail clients, provide market insights, and coordinate trading activities with the sales team.

The role emphasizes understanding client needs, trading preferences, and regulatory compliance, including KYC, to support client onboarding and ongoing service.