Retail Equity Sales & Client Advisory

RHB Bank; Jakarta Pusat; On-site; IDR 100,000,000 - 160,000,000; Full time

Job summary

RHB Bank in Jakarta seeks a Retail Equity Relationship Specialist to stay updated on market news, understand client needs and trading preferences, and build strong client relationships.

You will inform clients of market developments, provide trading recommendations based on research, and coordinate with Sales Dealer and support teams to execute orders. The role emphasizes compliance with KYC regulations and assisting with account openings and financing facilities.

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 in Jakarta seeks a Retail Equity Relationship Specialist to stay updated on market news, understand client needs and trading preferences, and build strong client relationships.

You will inform clients of market developments, provide trading recommendations based on research, and coordinate with Sales Dealer and support teams to execute orders. The role emphasizes compliance with KYC regulations and assisting with account openings and financing facilities.