Equity & Wealth Solutions Advisor

Affin Pheim; Kuala Lumpur; On-site; MYR 60,000 - 120,000; Full time

Job summary

Affin Pheim invites applications for a Dealer Representative to support Retail Banking by delivering holistic financial solutions across the Bank and Affin Group. You will promote platforms, cross-sell equities, derivatives, funds, portfolios, deposits and loans, and manage client portfolios for scalable revenue growth.

The role emphasizes building client relationships, providing investment and financing solutions, and maintaining strict regulatory compliance within a dynamic market environment.

Qualifications

• Fit & proper and possess relevant qualification to register as Capital Market Services.
• Representative's License holder (Module 6 & Module 7).
• Sound regulatory knowledge and market understanding.
• Strong interpersonal and communication skills with stakeholders.

Responsibilities

• Act as the primary relationship point for clients and align investment, wealth and financing solutions.
• Promote full product suite to increase product penetration and wallet share.
• Encourage adoption of online and offline platforms for scalable client service.
• Provide market updates and investment insights with the dealing/product teams.
• Manage client portfolios, trading activity, settlement, credit exposure and risk.
• Acquire and activate clients to achieve revenue and KPI targets.
• Participate in seminars, briefings and roadshows to grow business.

Skills

Relationship management

Interpersonal communication

Regulatory knowledge

Client service focus

Education

Capital Market Services qualification

Representative's License (Module 6 & 7)

Job description

Affin Pheim invites applications for a Dealer Representative to support Retail Banking by delivering holistic financial solutions across the Bank and Affin Group. You will promote platforms, cross-sell equities, derivatives, funds, portfolios, deposits and loans, and manage client portfolios for scalable revenue growth.

The role emphasizes building client relationships, providing investment and financing solutions, and maintaining strict regulatory compliance within a dynamic market environment.