Equity Sales
PT RHB Sekuritas Indonesia • North Jakarta City, ID
Key Individual Accountabilities
- Staying up to date to market news and development.
- Build and maintain strong relationship with retail equity clients by:
- Understand clients needs
- Understand clients trading preferences.
- Inform clients with all relevant market news and development and its implication on trading recommendation.
- Provide clients with trading recommendation based on the research by Research Department.
- Communicate clients transaction order to Sales Dealer needs
- Call and visit clients to build excellent rapport and serve clients relevant needs
- Continuously renew the WPPE license
- Approach potential clients and establish excellent rapport to make new retail clients for the company.
- Assist new retail clients through the registration process.
- Applying Know Your Customer Principles as referred to in OJK Regulations
- Make a contract to open regular Security accounts with clients
- Make a contract to open a financing Securities account with a customer for customer who receive financing facilities
- Working closely with sales dealer and admin branch
- Dealing with retail clients.
- Responsible upon trading errors and unresolved debts
- Responsible for clients transaction upon regulatory related questionings
Requirement
- Bachelor’s degree in Business, Economics, Finance, or Accounting.
- Strong interest in the equity market.
- Holds a WPPE License.
- Experience in building customer loyalty.
- Excellent interpersonal skills.
- Proven time management skills.
- Willing to be placed at any branch office (Sumatra, Sulawesi, Java, etc.)
A mantra for our clients, customers, partners and every member of the RHB family. Yes, you. Our employees are one of the reasons we are here today. Dynamic, forward-thinking and progressive, there is a reason why we are an award-winning financial institution. Join us today and be a part of a winning family. At RHB, we take pride in our people and our teams. Great relationships built on trust, a 'leading it right' environment, challenging assignments and a culture of excellence are the pillars to the dynamic and diversified workplace we call home. As we grow towards realising our aspirations, we promise a workplace built on the five pillars – RHB Cares; RHB Leads; RHB Inspires; RHB Progresses; and RHB Rewards.
