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Priority Broking Advisor, Dealer Representative / Remisier

Salary undisclosed

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Grow with us! Be one of us in signifying the Best BURSA EXCELLENCE Award-Winning Broker

• Best Retail Shariah Participating Organization (1st Runner-Up)

• Best Retail Equities Participating Organization (2nd Runner-Up)

• Best Institutional Equities Participating Organization (1st Runner-Up)

"Open in Multiple Job Locations - Alor Setar, Bukit Mertajam, Georgetown, Ipoh, Kota Bharu, Kuala Terengganu, Sri Hartamas, Melaka, Johor Bahru, Sibu, Miri, Kota Kinabalu."

Objective:

Carry out dealing in securities activities to meet business targets. Events and activities include marketing, dealing, and executing trades in local & foreign markets and providing investment services to clients.

Key Responsibilities:

  • Dealing and execution of trades for local & foreign retail equities broking business.
  • Carry out sales & marketing activities to acquire new clients and to ensure smooth execution of the event.
  • Manage client’s portfolio by providing market updates and maintaining a good relationship with existing clients
  • Promote and cross-sell wealth products (Unit Trust, Bonds, Money Markets, etc) to clients.
  • Service existing accounts and establish new accounts by planning and organizing a daily work schedule to call on existing or potential clients
  • 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.

To be considered for this role, here are the skills and requirements we’re looking for:

  • Degree/Diploma in any field
  • Minimum 3 years of a working experience in the related field. Fresh Graduates are also encouraged to apply!
  • Possess relevant licenses i.e. FIMM /CMSRL/Module 6 / Module 7 - Stock Market and Securities Law & M7 - Financial Statement Analysis and Asset Valuation is Preferred
  • Excellent communication, interpersonal, and people management skills
  • Proven track record in managing clients’ investment portfolios and maintaining AUM for the company while achieving revenue targets
  • Candidates with knowledge/ experience in the securities industry will have an added advantage
  • Good contact network