Paid Dealer's Representative

RHB Bank Berhad; George Town; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Competitive remuneration

Professional development

Supportive culture

Job summary

RHB Bank Berhad is seeking a driven Paid Dealer's Representative to join our team in Penang. The role involves executing trades, managing client portfolios, driving sales and marketing initiatives, and ensuring compliance with industry regulations.

You will build strong client relationships, promote related bank products, review credit limits, and support branch marketing activities while upholding regulatory standards.

Qualifications

• Degree or professional qualification in finance, business, or related field.
• Strong analytical and relationship management skills.
• Knowledge of securities and futures industry regulations.
• CMSRL license is a plus.

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 strong relationships.
• Promote and cross-sell the Bank's related products to clients.
• Participate in branch marketing and promotional activities.
• Review clients' credit limits based on collateral, financial standing, and track record to minimize losses and manage risk.
• Understand clients' investment objectives, financial background, and source of funds.
• Ensure compliance with Securities Commission, Bursa Malaysia, Bank Negara Malaysia, and other regulations.

Skills

Analytical skills

Relationship management

Sales & marketing

Client portfolio management

Communication skills

Risk management

Education

Degree in finance or business

Tools

CMSRL license (advantage)

Job description

About the Role

We are seeking a driven Paid Dealer's Representative to join our team at RHB Bank. This role involves executing trades, managing client portfolios, driving sales and marketing initiatives, and ensuring compliance with industry regulations. You will play a key part in maintaining strong client relationships while supporting business growth.

What you will be doing

• 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 strong relationships with existing clients.
• Promote and cross-sell the Bank's related products to clients.
• Participate in branch marketing and promotional activities to ensure smooth execution of events.
• Review clients' credit limits based on collateral, financial standing, and track record to minimize contra losses and manage risk effectively.
• Take reasonable steps to understand clients' investment objectives, financial background, and source of funds.
• Ensure compliance with rules and regulations set by the Securities Commission, Bursa Malaysia, Bank Negara Malaysia, and other relevant governing bodies.

What we're looking for

• Degree or professional qualification in finance, business, or a related field.
• Strong analytical and relationship management skills.
• Knowledge of securities and futures industry regulations.
• Capital Markets and Services Representative's License (CMSRL) is an advantage.

What we offer

At RHB Banking Group, we foster a collaborative and inclusive work environment that empowers employees to reach their full potential. We offer competitive remuneration, professional development opportunities, and a supportive culture that encourages growth and excellence.