Senior Executive, Retail Business

Phillip Capital Group; Kuala Lumpur; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Medical

Miscellaneous allowance

Education support

Insurance

Vision

Team building

Job summary

Phillip Capital Group in Kuala Lumpur seeks a Senior Executive, Retail Business to support the Head of Securities Dealing in driving branch performance and retail growth. You will monitor performance, implement efficiency measures, and oversee reporting and communications across the network.

The role involves data analysis, market initiatives, and collaboration with sales staff to hit financial targets. SIDC modules and licensing will be pursued within three months.

Qualifications

• Strong interpersonal and customer service skills for relationship management.
• Ability to analyze data and present trends for reporting.
• Effective and professional communication with stakeholders.
• Proactive, accountable, and ethical in daily duties.

Responsibilities

• Monitor branch performance by establishing reporting systems.
• Drive strategies to grow the retail business and acquire new clients.
• Oversee overall P&L of branches with Head of Securities Dealing, Retail Business.
• Review remisier/dealer productivity and provide quarterly assessments.
• Prepare daily, weekly, and monthly reports and minutes of meetings.
• Organize investment talks, roadshows, and marketing activities.

Skills

Interpersonal skills

Customer service

Data analytics

Clear communication

Accountability

Job description

PhillipCapital Group is a leading integrated financial institution headquartered in Singapore with a global presence in over 15 countries. In Malaysia, we are recognized for our strong reputation in capital markets, offering innovative financial solutions in broking, asset management, financial planning, and investment research.

JOB DESCRIPTION

The duties of the Senior Executive, Retail Business include, but not limited to, the following:

To assist Head of Securities Dealing, Retail Business to monitor the performance branches by establishing a system of report and communications;

To assist Head of Securities Dealing, Retail Business to the overall retail business, constantly driving strategies to grow current market and to acquire newer business;

To assist Head of Securities Dealing, Retail Business on overseeing the overall P&L of branches;

To identify the implement process improvement to ensure better efficiency and productivity of the remisiers/ dealers;

To review progress of remisiers/ dealers and provide quarterly results assessments of their productivity;

To provide information by collecting, analysing and summarising data and trends;

To assist Head of Securities Dealing, Retail Business to develop and implement value added activities to existing clients;

To ensure that the operation of the department runs smoothly;

To ensure remisier enquiries and complaints are handled professionally;

To perform remisier performance analysis on monthly basis or as at when required;

To involve in strategic projects/ initiatives programme;

To involve in new product development;

To implement new products and organize marketing activities;

To involve in joint marketing event with other business unit of the Group or events organize by Bursa/ SC;

To ensure manuals are renewed within the stipulated time;

To prepare daily, weekly and monthly reports;

To arrange for meetings/ appointments of meeting and prepare minutes of meetings;

Work closely with Branch Manager and sales staff to achieve financial target;

Work closely with team member and vendor to support remisiers/ dealers and customers;

To organize, conduct and to make arrangement for Investment Talks and Road Show;

To complete Securities Industry Development Cooperation (SIDC) Module 6 & Module 7 within three (3) months from date join and to be licensed accordingly;

To undertake any assignments as and when instructed by the superior and/ or the management

Requirements :

Demonstrates strong interpersonal and customer service skills in managing relationships with customers and Remisiers.

Displays a positive attitude, high level of accountability, and commitment towards achieving work objectives and fulfilling daily responsibilities.

Communicates effectively and professionally, ensuring that all work-related matters are handled promptly, accurately, and with due diligence.

Carries out assigned duties with integrity, honesty, discretion, and professionalism, while maintaining a high standard of conduct and ethical behaviour.

Good analytics person in handling data extraction for the monthly reporting and presentation.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Phillip Capital is a group of companies which offers a full range of quality and innovative financial services to retail, corporate and institutional customers. We operate in the financial hubs of 15 countries, with offices in Singapore, United Kingdom, USA, France, China, Hong Kong, Thailand, Japan, Australia, Malaysia, Indonesia, Turkey, India, Dubai and Cambodia.

Phillip Capital is a group of companies which offers a full range of quality and innovative financial services to retail, corporate and institutional customers. We operate in the financial hubs of 15 countries, with offices in Singapore, United Kingdom, USA, France, China, Hong Kong, Thailand, Japan, Australia, Malaysia, Indonesia, Turkey, India, Dubai and Cambodia.

Perks and benefits

• Medical
• Miscellaneous allowance
• Education support
• Insurance
• Vision
• Company Trip/Team Building