Responsibilities :
Trading
- Responsible for trading ID corection, revision transaction and trading error form
- Distribution approval opening account day trade, fee and limit.
- Data verification and Cheking document completeness
- Input the data into the system and updates when there is a change
- Making report when there is a change
- Filling data into cabinet
Form Approval
- Cheking document completeness from client
- Distribution approval form
- Update and activation data client to system
Withdrawal & Set Off
- Data verification related withdrawal & set off
- Process Withdrawal & Set Off to system
- Responsible for the availability of funds
Switch Stock, Switch Sales & Sharing Client
- Data verification and Cheking document completeness
- Distribution approval form
- Update data client to system
- Print the customer’s SOA for customer that requests the hardcopy document
- Submit Invoice to Finance for Billing Purpose and Store the Delivery Receipt
- Check in C-BEST System for Dormant Account
- Inform Salesperson about Dormant Account
- Close the Customer’s Sub Account
- Request Customer to Transfer Fund into Dormant Account
- Report to Compliance on the Reconciliation
- Notify Credit Control that Stock Valuation has been Updated
- Prepare CDD, EDD (if required) and PEP Forms
- Updating of Client Particulars and Reactivation of Client’s Account arising from Suspension due to Invalid / Duplicate SID
- Temporary Upliftment of Suspended Account due to Invalid SID for Settlement of Outstanding Contracts
What We Do
We are a multinational regional financial services provider that is committed to deliver complete solutions to our clients through differentiated segment offerings and an ecosystem that supports simple, fast and seamless customer experience, underpinned by cohesive and inspired workforce and relationship built with stakeholders Headquartered and listed in Malaysia, RHB Banking Group is the longest established local bank, formed though the mergers of several banks, the oldest of which was founded in 1913. RHB Banking Group and its subsidiaries provide a full range of services ranging from retail banking, business banking, corporate and investment banking, Islamic banking, transaction banking to treasury, insurance, asset management, private equity and stockbroking services. TOGETHER WE PROGRESS Our strong heritage is the foundation of our commitment to continue serving the community. For over a 100 years, we have been helping people and businesses grow and succeed, and will continue to do so. Our experience gives us an in-depth understanding of the needs of our customers and partners, inspiring us to constantly innovate and improve to serve them better. With their unending support, we have established ourselves with a strong footprint throughout Malaysia and we are now present in 9 other countries across the ASEAN region. We hope our legacy and pursuit for excellence continues as we tirelessly cultivate and nurture the next generation through our actions and words, preparing a brighter future ahead. We thank those who believe in us and welcome everyone to join us on our exciting journey of progress. The time has come for us to move forward in unison, to realise our greater potential together. Our new brand promise "Together We Progress” honours our past, celebrates the present and welcomes the future. We invite you to join us as we work towards a better and brighter future for all.
