Dealer Representative, Mid-Market

Maybank Investment Banking Group

Job description

To cultivate and maintain strong relationships with Mid Market (“MM”) clients which include high net-worth individuals, corporates, family offices, and other professional investors.
To provide clients with market access, market information, recommendations, and trade updates in an accurate and timely manner taking into consideration their investment horizons, risk profiles, and financial situations.
To deal with, monitor, and execute orders for MM clients as well as to provide end-to-end operational support to clients. Monitor equity markets and analyze trends to make informed investment decisions and provide clients with actionable insights.
Stay informed about macroeconomic trends, industry developments, and equity market dynamics that could impact clients' portfolios and utilize research tools and resources to gather relevant data and insights, supporting investment recommendations and strategies.
To actively upsell product suites within Investment Management’s offering while referring leads/cross-sell to relevant departments within Maybank.
To be kept abreast and adhere to various internal and external governance policies and procedures.
To be able to travel or be stationed temporarily at various locations for marketing needs.

Level of Education: Bachelor’s Degree or Professional Qualification.
Discipline/Related Field: Banking, Finance, Accountancy, Economics and Business Administration