Remisier & Financial Sales Agent
Finance
Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.
What you'd do all day
The tasks that matter most in this job, most important first.
- 1Make bids or offers to buy or sell securities.
- 2Monitor markets or positions.
- 3Agree on buying or selling prices at optimal levels for clients.
- 4Keep accurate records of transactions.
- 5Buy or sell stocks, bonds, commodity futures, foreign currencies, or other securities on behalf of investment dealers.
- 6Complete sales order tickets and submit for processing of client-requested transactions.
- 7Report all positions or trading results.
- 8Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
- 9Discuss financial options with clients and keep them informed about transactions.
- 10Identify opportunities or develop channels for purchase or sale of securities or commodities.
- 11Develop financial plans, based on analysis of clients' financial status.
- 12Review all securities transactions to ensure accuracy of information and conformance to governing agency regulations.
- 13Supervise support staff and ensure proper execution of contracts.
- 14Devise trading, option, or hedge strategies.
- 15Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- 16Track and analyze factors that affect price movement, such as trade policies, weather conditions, political developments, or supply and demand changes.
- 17Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
- 18Offer advice on the purchase or sale of particular securities.
- 19Relay buy or sell orders to securities exchanges or to firm trading departments.
- 20Contact prospective customers to present information and explain available services.
- 21Explain stock market terms or trading practices to clients.
- 22Calculate costs for billings or commissions.
- 23Prepare financial reports to monitor client or corporate finances.
- 24Supply the latest price quotes on any security, as well as information on the activities or financial positions of the corporations issuing these securities.
- 25Evaluate costs and revenue of agreements to determine continued profitability.
- 26Sell services or equipment, such as trusts, investments, or check processing services.
Also known as
What this job is called on JobStreet, LinkedIn and in job ads. Search these too.
- CFA
- Buyer
- Banker
- Broker
- Dealer
- Trader
- Day Trader
- Speculator
- Bond Broker
- Bond Trader
How far is this from you?
Roughly how much preparation this job usually takes. In Malaysia your UPU route and the programme's syarat still decide entry, so treat this as a guide, not a gate.
1
Entry straight after SPM
2
SPM + sijil / short TVET course
3
Diploma / TVET (sijil–diploma)
Typical entry
Degree (ijazah sarjana muda)
5
Postgrad (sarjana / PhD) or professional route
Subjects that matter here
The SPM subjects worth your effort for this career, with the reason for each.
What you'd need to know
The subject areas this job leans on most, and the SPM subjects that build them.
- Customer and Personal Service86%
- Economics and Accounting79%
Principles of AccountingEconomics
- English Language76%
English
- Mathematics75%
Additional MathematicsMathematics
- Sales and Marketing74%
BusinessEconomics
- Computers and Electronics70%
Computer Science / ICTElectrical & Electronic Eng. Studies
Tools you'd use
Software and equipment that show up in this job, worth learning early.
What the work feels like
Day-to-day working conditions, so you can tell whether the job suits how you like to work.
- Face-to-face discussionsEvery day
- Contact with other peopleConstant contact
- Dealing with customers or the publicVery high
- Leading or coordinating othersHigh
- Handling conflict situationsRarely
- Indoors, air-conditionedEvery day
- Outdoors, in all weatherAlmost never
- Noisy environmentAlmost never
AI and demand for this job
A few real, dated data points — not a single score. AI making some tasks faster usually means a job changes, not that it disappears.
Share of everyday tasks today's AI can already help with (2023)
This estimate is from 2023 — already out of date, since AI moves fast. Treat it as a rough, aging starting point, not the current picture.
Of Malaysian Claude conversations, about this kind of work
Measures how much people use Claude for this work, not how many Malaysians do this job — and more AI use can mean people relying on it, not that it's replacing them.
Pay in Malaysia
We don't have a sourced Malaysian salary range for this job yet, and we'd rather show nothing than a number we can't stand behind.
Where to check:
- JobStreet and Hiredly job ads for this title
- DOSM Salaries & Wages Survey
- SSPA scheme tables, if you're aiming for a government post
Check what you may qualify for
Enter your SPM grades and see which routes and programmes you may qualify for. An estimate to plan with, not an offer.
How to get here
Post-SPM pathways with programmes in this career's fields. Tap one to see real programmes and entry requirements.
Related careers
If this interests you, these are worth a look too.
About this information
This describes what the job involves. Pay, demand and entry routes differ in Malaysia, so check the Pathways and Programmes pages for local requirements.
O*NET occupation: Securities, Commodities, and Financial Services Sales Agents
Job responsibilities, knowledge areas and work context from O*NET 30.3, US Department of Labor, used under CC BY 4.0. onetcenter.org