Client Manager

Ad Astra Consultants; Kuala Lumpur; On-site; MYR 78,120 - 122,760; Full time

Job summary

Ad Astra Consultants in Kuala Lumpur is seeking a Client Data Analyst to ensure smooth, timely, accurate and error-free processing of account opening and static data management activities, including SSI setup and DOI alignment. You will coordinate with internal stakeholders, clients, and business units to authenticate and process static data requests in line with regulatory standards and group policies.

The role requires attention to detail, the ability to work in shifts across locations, and

Qualifications

• Bachelor's degree in Commerce or Financial Services.
• Strong verbal and written communication skills.
• Proficiency in MS Office (Excel and Word).
• Flexibility to work in shifts and across locations.
• Sound product knowledge of Treasury products.
• Strong interpersonal and networking skills.
• Strong problem-solving and troubleshooting abilities.

Responsibilities

• Process account opening management and static data system setup/maintenance accurately.
• Receive and process updated SSI and confirmation static data with verification.
• Analyze reports, monitor TP queues, and obtain SSI/validation from clients and teams.
• Maintain and update static data across systems timely.
• Ensure strict adherence to the Desk Operating Instructions.
• Identify process improvements and drive changes with Unit Head approval.
• Support RTS projects as assigned.

Skills

Verbal and written communication

Interpersonal and networking skills

Problem-solving

MS Office proficiency

Flexibility to work shifts

Education

Bachelor's Degree in Commerce or Financial Services

Tools

MS Office (Excel and Word)

Job description

The Client Data Analyst is responsible for ensuring smooth, timely, accurate and error-free processing of account opening and static data management activities, including Standard Settlement Instructions (SSI) setup, confirmation static data maintenance, and system updates. The role requires close coordination with internal stakeholders, clients, and relevant business units to authenticate and process static data requests in line with the Desk Operating Instructions (DOI) and regulatory standards.

Key Responsibilities

Processes

• Ensure smooth, timely, accurate and error-free processing of account opening management and static data system setup/maintenance.
• Receive and process updated SSI and confirmation static data, including performing call-back verification, SV (Sight Verification)/ICDMS upload, and authentication of call-back forms.
• Analyze various reports and monitor TP (Transaction Processing) queues; proactively approach clients, FMOCC, or RM teams to obtain SSI/confirmation static data and authenticate it for static setup requests.
• Maintain and update static data across various systems accurately and on time.
• Ensure strict adherence to processes and controls as detailed in the DOI.
• Identify areas of process improvement, initiate discussions with relevant stakeholders, and drive implementation of changes upon agreement with the Unit Head.
• Support and handle projects assigned for RTS (Run the Show / Run the System, as applicable).

Governance

• Comply with all Group standards, policies, procedures, and guidelines, as well as the values of the Bank at all times.
• Adhere to the Group Code of Conduct at all times.
• In the event of serious regulatory breaches or where risk tolerances are exceeded, promptly inform senior management and ensure quick remedial action or cessation of activities as required.

Regulatory & Business Conduct

• Display exemplary conduct and uphold the Group's Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank - understanding and ensuring compliance, in letter and spirit, with all applicable laws, regulations, guidelines, and the Group Code of Conduct.
• Contribute to the FMO's achievement of the Bank's Conduct Principles: Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; and the Right Environment.
• Effectively and collaboratively identify, elevate, mitigate, and resolve risk, conduct, and compliance matters.

Other Responsibilities

• Contribute to embedding "Here for Good" and the Group's brand and values within the unit.
• Perform other responsibilities as assigned under Group, Country, Business, or Functional policies and procedures.

Key Stakeholders

• Units requesting static data setups
• Teams within FMO GBS Hubs
• Other units within GBS
• PSS (Product Support/System) teams across various systems
• In-country teams, Relationship Managers (RMs), and Sales teams

Person Specification

Experience

• Local Grade E: 4-6 years of relevant experience in Banking Operations (FX/MM/Derivatives/Commodities/Credit/Equities).

Education

• Bachelor's Degree, preferably in Commerce or Financial Services.
• Good verbal and written communication skills.
• Proficiency in MS Office (Excel and Word).
• Flexibility to work in shifts and across locations.
• Sound product knowledge of Treasury products.
• Strong interpersonal and networking skills.
• Strong problem-solving and troubleshooting abilities.