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.
