Responsibilities
Trade Execution : Handle dealing and execution of trades for both local and foreign retail equities broking.
Sales & Marketing : Conduct activities to acquire new clients and expand the customer base.
Portfolio Management : Provide market updates and maintain strong relationships with existing clients.
Cross-Selling : Promote and cross-sell RHB’s related banking and investment products.
Event Participation : Join marketing and promotional activities organized by branch management.
Risk Management : Review clients’ credit limits based on collateral, financial standing, and track record to minimize contra losses.
Client Profiling : Understand clients’ investment objectives, financial background, and source of funds to comply with regulatory standards.
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Dealer • Seremban, Malaysia