Equities Trader & Client Relations Specialist

RHB Group; Kuala Lumpur; On-site; MYR 56,000 - 100,000; Full time

Job summary

RHB Bank in Kuala Lumpur seeks a driven Paid Dealer's Representative to execute trades for local and foreign retail equities, manage client portfolios, and actively drive sales and marketing initiatives while ensuring regulatory compliance.

In this role you will build and maintain strong client relationships, provide timely market updates, cross-sell the Bank’s related products, and support branch marketing activities to ensure successful events.

Qualifications

• Bachelor's degree or professional qualification in finance, business, or a related field.
• Strong analytical and relationship management skills.
• Knowledge of securities and futures industry regulations.
• CMSRL license is an advantage.

Responsibilities

• Execute trades for local and foreign retail equities clients.
• Conduct sales and marketing activities to acquire new clients.
• Manage client portfolios by providing market updates and maintaining relationships.
• Promote and cross-sell the Bank’s related products to clients.
• Participate in branch marketing and promotional activities to ensure smooth events.
• Review clients’ credit limits based on collateral, financial standing, and track record to minimize losses and manage risk.
• Understand clients’ investment objectives, background, and source of funds.

Skills

Analytical skills

Relationship management

Securities knowledge

CMSRL knowledge

Education

Bachelor's degree or professional qualification in finance/business/related

Job description

RHB Bank in Kuala Lumpur seeks a driven Paid Dealer's Representative to execute trades for local and foreign retail equities, manage client portfolios, and actively drive sales and marketing initiatives while ensuring regulatory compliance.

In this role you will build and maintain strong client relationships, provide timely market updates, cross-sell the Bank’s related products, and support branch marketing activities to ensure successful events.