Paid Dealer's Representative

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

Job summary

RHB Investment Bank Berhad in Malaysia is seeking a driven Paid Dealer's Representative to execute trades, manage client portfolios, and drive sales and marketing initiatives while upholding regulatory compliance. You will build strong client relationships, promote related products, review credit limits, and participate in branch marketing activities to support growth and risk management.

The role requires a finance or business degree and strong analytical and relationship skills; CMSRL

Qualifications

• 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 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 with market updates and strong client 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 contra losses and manage risk.
• 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.

Skills

Analytical skills

Relationship management

Sales & marketing

Education

Degree in finance or business

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

• Competitive remuneration.
• Professional development opportunities.
• A supportive culture that encourages growth and excellence.

At RHB Banking Group, we foster a collaborative and inclusive work environment that empowers employees to reach their full potential. A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.