Trading & Client Relations Specialist

RHB Investment Bank Berhad

George Town

On-site

MYR 60,000 - 120,000

Full time

3 days ago

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Job summary

RHB Investment Bank Berhad in Malaysia is seeking a driven Paid Dealer's Representative to execute trades, manage client portfolios, and drive sales and marketing initiatives while upholding regulatory compliance. You will build strong client relationships, promote related products, review credit limits, and participate in branch marketing activities to support growth and risk management.

The role requires a finance or business degree and strong analytical and relationship skills; CMSRL

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 with market updates and strong client relationships.
Promote and cross-sell the Bank’s related products to clients.
Participate in branch marketing and promotional activities.
Review clients’ credit limits based on collateral, financial standing and track record to minimize contra losses and manage risk.
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.