Company Dealer, Corporate & Retail Dealing

Kenanga Investment Bank Berhad; Kuala Lumpur; Presencial; MYR 60.000 - 90.000; Jornada completa

Descripción de la vacante

Kenanga Investment Bank Berhad is seeking a Company Dealer in Corporate & Retail Dealing to assist and report to Team Lead and Head of Dealing and Institutional Business, ensuring KPI achievement and client service excellence. The role focuses on providing market updates, portfolio reviews, and investment product recommendations while maintaining regulatory compliance.

You will also manage client portfolios and coordinate with internal departments to safeguard business interests and grow

Formación

• Bachelor's degree required in any discipline.
• Strong communication and interpersonal abilities.
• Regulatory and compliance awareness is essential.

Responsabilidades

• Provide efficient and professional support to clients through market updates, investment insights, and portfolio reviews to enhance client engagement and generate business revenue.
• Manage and monitor client portfolios, addressing client losses and coordinating with internal departments to safeguard business interests.
• Promote account opening, trading services and related products to expand client base and revenue.
• Build and maintain strong client relationships by understanding investment objectives and providing suitable product recommendations.
• Execute and oversee dealing activities ensuring smooth operations and regulatory compliance.

Conocimientos

Communication skills

Interpersonal skills

Relationship management

Educación

Bachelor's Degree in any discipline

Descripción del empleo

Company Dealer, Corporate & Retail Dealing

To assist and report to Team Lead and Head of Dealing and Institutional Business in ensuring team performance and individual KPI are met.

JOB RESPONSIBLITIES

Provide efficient and professional support to clients through market updates, investment insights, and portfolio reviews to enhance client engagement and generate business revenue.

Manage and monitor client portfolios, including addressing client losses and coordinating with relevant internal departments to implement appropriate corrective actions and safeguard business interests.

Promote account opening, trading services, and other related investment products to expand the client base and increase market penetration.

Build and maintain strong relationships with clients by understanding their investment objectives and providing suitable product recommendations.

Execute and oversee dealing activities to ensure smooth operations and compliance with all internal policies and regulatory requirements.

Ensure all client transactions and dealings are conducted in accordance with applicable regulations and industry standards.

Maintain accurate client records and documentation in compliance with company and regulatory requirements.

Ensure all licensing and continuing professional education requirements are fulfilled and remain valid at all times.

Collaborate with internal stakeholders to enhance service delivery and overall client experience.

JOB REQUIREMENTS

Bachelor's Degree in any discipline.

Possess a valid Capital Markets Services Representative's Licence (CMSRL) with Securities Commission Malaysia Module 6 and Module 7 qualifications.

Minimum 1-3 years of experience in securities trading, stockbroking, wealth management, or related financial services environment.

Strong knowledge of capital markets, investment products, and trading practices.

Good understanding of regulatory and compliance requirements within the capital market industry.

Excellent communication, interpersonal, and relationship management skills.

Strong analytical and problem-solving abilities.

Ability to work independently and manage multiple client relationships effectively.

Proficiency in Microsoft Office applications and trading platforms.

Results-driven with a strong focus on client service and business development.

We are an established investment bank that offers a variety of financial products and services. Our range of products and services include corporate finance, corporate and investment banking, equity broking, equity and debt capital markets, equity derivatives and structured products, private equity, treasury and the provision of investment research and advisory services.We strongly believe in investing for the future and the next stage of growth.

We are an established investment bank that offers a variety of financial products and services. Our range of products and services include corporate finance, corporate and investment banking, equity broking, equity and debt capital markets, equity derivatives and structured products, private equity, treasury and the provision of investment research and advisory services.We strongly believe in investing for the future and the next stage of growth.