Paid Dealer's Representative

RHB Banking Group; Perak; On-site; MYR 60,000 - 90,000; Full time

Job summary

RHB Banking Group in Malaysia is seeking a Paid Dealer's Representative to execute trades and manage client portfolios while driving sales and maintaining strong client relationships in a fast-paced securities environment.

The role involves promoting related banking products, supporting branch marketing, and ensuring compliance with local regulations. A finance-related degree and strong analytical skills are essential.

Qualifications

• Degree or professional qualification in finance, business, or a related field.
• Strong analytical and relationship management skills.
• 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 relationships.
• Promote and cross-sell the Bank’s related products to clients.
• Participate in branch marketing and promotions for smooth events.
• Review clients’ credit limits based on collateral and track record to minimize risk.
• Understand clients’ investment objectives and source of funds.
• Ensure compliance with Securities Commission, Bursa Malaysia, Bank Negara Malaysia rules.

Skills

Analytical skills

Relationship management

Education

Finance/Business degree or professional qualification

Job description

About the Role

We are seeking a driven

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.