Paid Dealer's Representative

RHB Bank; Johor; On-site; MYR 60,000 - 80,000; Full time

Job summary

A leading financial institution in Johor, Malaysia is seeking a talented individual to manage trades for retail equities broking. This role involves executing trades, managing client portfolios, and engaging in marketing activities to acquire new clients. The ideal candidate will have strong interpersonal skills and a good understanding of market trends and compliance regulations. If you have a passion for finance and client relations, this position offers a great opportunity for growth.

Qualifications

• Strong interpersonal skills to build and maintain relationships with clients.
• Understanding of market trends and investment products.
• Knowledge of compliance regulations in the stockbroking industry.

Responsibilities

• Execute trades for retail equities broking business.
• Carry out sales and marketing to acquire new clients.
• Manage client portfolios and provide market updates.

Job description

• Dealing and execution of trades for local & foreign retail equities broking business.
• Carry out sales & marketing activities to acquire new clients.
• Manage client’s portfolio by providing market updates and maintaining good relationship with existing clients
• Promote and cross sell Bank’s related products to clients.
• Participate in all marketing and promotional activities conducted by branch management and to ensure smooth execution of the event.
• Reviewing clients’ credit limit and ensuring the limit is given based on collateral and financial standing and track record of clients ( new and existing) to minimize contra losses and improve risk management within the team.
• To take reasonable steps to learn, know and obtain pertinent facts about their clients’ backgrounds (e.g. client’s investment objectives, financial background, source of funds, etc.) to comply with rules and regulations as set out by Securities Commission, Bursa Malaysia, Bank Negara Malaysia and any other governing bodies relevant to the stockbroking industry.

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