Trading & Client Growth Specialist (CMSRL Advantage)

RHB Group

Penang

On-site

MYR 60,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Competitive remuneration
Professional development
Supportive culture

Job summary

RHB Banking Group is seeking a driven Paid Dealer's Representative to execute trades for local and foreign retail equities, manage client portfolios, and drive sales and marketing initiatives. You will ensure compliance with regulatory requirements while building strong client relationships and supporting business growth.

The role emphasizes market updates, cross-selling related products, and participating in branch events, with a focus on risk management and objective assessment of clients'

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 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 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.

Skills

Trade execution
Client relationship management
Market updates
Regulatory knowledge
CMSRL advantage

Education

Finance or related degree

Job description

RHB Banking Group is seeking a driven Paid Dealer's Representative to execute trades for local and foreign retail equities, manage client portfolios, and drive sales and marketing initiatives. You will ensure compliance with regulatory requirements while building strong client relationships and supporting business growth.

The role emphasizes market updates, cross-selling related products, and participating in branch events, with a focus on risk management and objective assessment of clients'

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