Senior Paid Dealer's Representative

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

Job summary

A financial institution is looking for an equities broking professional in Kuala Lumpur to execute trades, manage client portfolios, and ensure compliance with regulatory standards. This role includes carrying out marketing activities to acquire new clients and promoting related bank products. The ideal candidate should possess excellent client management skills and a strong understanding of the financial market. Opportunities for professional development and a collaborative work environment are offered.

Qualifications

• Excellent communication and interpersonal skills for client management.
• Knowledge of financial products and regulatory environment.
• Analytical skills for reviewing clients’ credit limits and risk management.

Responsibilities

• Dealing and executing trades for retail equities broking.
• Carrying out sales and marketing activities to acquire new clients.
• Managing client portfolios and providing market updates.
• Promoting and cross-selling related bank products to clients.
• Participating in marketing and promotional activities at the branch.

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.