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Senior Paid Dealer's Representative
Descrizione del lavoro
A leading financial institution in Malaysia seeks a candidate for the equities broking role. You will be responsible for executing trades, acquiring new clients, and managing existing client portfolios. You must provide market updates, promote bank products, and ensure compliance with regulatory bodies. If you have experience in retail equities and strong relationship management skills, we encourage you to apply. This role offers the chance to grow your career in the financial sector.
Competenze
- Experience in retail equities broking.
- Strong sales and marketing skills.
- Ability to manage and maintain client portfolios.
Mansioni
- Execute trades for equities broking business.
- Acquire new clients through marketing activities.
- Maintain relationships with existing clients.
- 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.
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