Execute intraday and short-term trading strategies in equities and related financial instruments to capture market opportunities and generate consistent trading profits.
Conduct market analysis using both technical and fundamental approaches to identify potential trading opportunities and support informed trading decisions.
Continuously monitor market movements, price trends, trading volumes, and liquidity conditions to detect profitable trading setups and execute trades accordingly.
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To ensure the Business Division comply with relevant laws, rules, regulations and guidelines on the fund management industry by conducting Compliance Reviews;
Conduct assigned Compliance Reviews in accordance with the Annual Work Plan;
Perform review on Investment and Operations areas such as reviewing the daily Net Asset Value of unit trust funds, asset allocation and investment restrictions, checking and clearing breaches in Violation Manager, sending e-mail to fund managers to notify on the breaches and subsequently, incorporated in monthly Compliance Report to the Board of Directors report.
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Plan and execute effective marketing strategies and business activities to achieve IUTA KPIs and Unit Trust sales targets within the Southern region
Manage and strengthen ongoing relationships with IUTAs to foster strong partnerships and enhance business collaboration
Conduct and participate in product training sessions, workshops, seminars, roadshows, market chats, and tea talks to improve distributor engagement and business relationships
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Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
Develop and present tailored financial plans and investment strategies aligned with clients’ objectives.
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To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
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To promote various type of life-insurance products by Tokio Marine Life Insurance Malaysia Bhd under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine
To professionally sell a wide range of banca products to existing and prospective customers
To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets
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