Paid Dealer's Representative

RHB Banking Group; Penang; On-site; MYR 60,000 - 100,000; Full time

Job summary

RHB Group is seeking a driven Paid Dealer's Representative to execute trades, manage client portfolios, and drive sales and marketing while ensuring compliance with industry regulations. You will maintain strong client relationships and contribute to business growth.

The role requires a degree or professional qualification in finance or business, strong analytical and relationship skills, and knowledge of securities regulations. CMSRL is a bonus.

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 may be 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 relationships.
• Promote and cross-sell the Bank’s related products.
• Participate in branch marketing and promotional activities.
• Review clients’ credit limits based on collateral and risk.

Skills

Analytical skills

Relationship management

Education

Degree or professional qualification in finance or business

Tools

CMSRL license

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.