Paid Dealer's Representative

RHB Banking Group; Selangor; On-site; MYR 20,000 - 100,000; Full time

Job summary

A leading banking institution based in Malaysia seeks a candidate for a role focused on executing trades in the retail equities sector, acquiring and managing client portfolios, and promoting related banking products. The ideal candidate will have a strong understanding of the equity market and the ability to build lasting client relationships.

Qualifications

• Strong understanding of the equity market and trading operations.
• Excellent communication and interpersonal skills.

Responsibilities

• Execute trades for retail equities broking business.
• Acquire and manage new client portfolios.
• Promote and cross-sell banking products.

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.