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Damansara Heights, KL Share Investment Executive

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Times Management Consultancy, is a dynamic and fast growing executive search company focusing on permanent placement.

Our client is one of the leader in Malaysia banking industry with over 200 branches nationwide. Due to ongoing growth in the company they currently require the services of outstanding investment professionals to join their existing team.
Share Investment Executive (To be based at Damansara Heights, KL)
Pre-Requirement: Candidate must complete SIDC Dealer’s License Module 6 & Module 7
Responsibilities:
- To identify clients from the bank’s account holders and cross-sell share trading services to these clients.
- Attend customer for their entitlement on corporate exercise which include ESOS, bonus issues, right issues, and conversion for ICULS, warrants, loan stock, preference share, call warrant.
- To aggressively market the service jointly with the Branch Manager and any other appointed bank officers to these potential clients.
- To assist clients in the opening of share trading accounts- Cash account, margin account & external financing
- To take orders and execute for clients.
- To answer all queries relating on share trading matters of price capping, margin call, force sell, LSR, credit limits, credit control, payment and settlement of contracts.
- To assist clients on share portfolio, margin position and trading limit.
- Assists client in applying for share margin financing, prepare the entire document needed for that purposes.
- Receiving and executing order for client and comply with rules and regulations issued by Bursa Malaysia Bhd and Securities Commission.
- Do the operation task for client who applies to open an account for share trading, this included document processing and checking clients status through banking system such as OCCIS, CCRIS and others.

Interest candidates, please forward your detailed resume to: paulho@timesconsult.com

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