Client Manager (Team Lead)

SMBC Group; Kuala Lumpur; On-site; MYR 180,000 - 280,000; Full time

Job summary

SMBC Group in Malaysia seeks a Senior Client Manager to manage client outreach, onboarding and periodic reviews including KYC, and to handle all operational matters from account opening to disbursements, drawdowns and payments. The role also covers facility pricing renewals and cross-border onboarding across the SMBC network.

The position may lead a team of credit managers and requires deep expertise in banking facilities, client documentation and negotiation, with close collaboration with

Qualifications

• Experience in corporate banking and client service/marketing.
• Strong knowledge of banking facilities and documentation.
• Ability to streamline documentation and operational processes.

Responsibilities

• Drive client utilization and maintain ongoing client communication.
• Prepare facility letters for new facilities and renewals.
• Collaborate with legal counsels and RM teams on documentation and approvals.
• Streamline processes to improve efficiency while protecting the bank’s interests.
• Lead onboarding and ensure timely KYC reviews.
• Support RM/GRM to manage client relationships and facilitate deal execution.

Skills

Client outreach

KYC process

Documentation handling

Negotiation

Team leadership

Operational excellence

Education

Degree or professional qualification in business/finance

Job description

• Senior Client Manager (“SCM”) is responsible for client outreach and correspondence, client on-boarding and periodic review (e.g. KYC), all operational matters (e.g. account opening, loan or facility disbursements, drawdowns, payments or collections etc), facility pricing renewals, transactional approvals etc. Assist client coverage team to drive facilities utilization.
• The role may include leading and guiding a team of credit managers.
• Familiar with banking facilities and services with in-depth experience in handling client documentation and negotiation.
• Able to assess and streamline documentation and operational processes.
• Client facing role with close collaboration with Relationship Managers (“RM”) and Assistant Relationship Managers (“ARM”) teams.
• Providing cross-border support by facilitating on-boarding of client (outbound) and documentation across SMBC network.

Job Summary

• Senior Client Manager (“SCM”) is responsible for client outreach and correspondence, client on-boarding and periodic review (e.g. KYC), all operational matters (e.g. account opening, loan or facility disbursements, drawdowns, payments or collections etc), facility pricing renewals, transactional approvals etc. Assist client coverage team to drive facilities utilization.
• The role may include leading and guiding a team of credit managers.
• Familiar with banking facilities and services with in-depth experience in handling client documentation and negotiation.
• Able to assess and streamline documentation and operational processes.
• Client facing role with close collaboration with Relationship Managers (“RM”) and Assistant Relationship Managers (“ARM”) teams.
• Providing cross-border support by facilitating on-boarding of client (outbound) and documentation across SMBC network.

Key Responsibilities

• Drive utilisation and be in constant communication with clients to address their operational needs. Close collaboration with product teams and back-office teams.
• Preparing and issuing facility letters for new facilities and/ or renewals, as necessary.
• Work closely with legal counsels (internal and/or external) and RM teams on documentation. Facilitate negotiation with clients and/or Facility Agents and obtain necessary approvals from the appropriate stakeholders.
• Streamlining documentation and operational processes, for better efficiency and meeting clients’ expectations whilst preserving the bank’s interests.
• Taking charge of client on-boarding and ensuring timely KYC reviews.
• Monitor clients’ accounts conduct and elevate any anomaly to the relevant RM team and/or management.
• Support Local Relationship Manager (“LRM”)/ Global Relationship Manager (“GRM”) to manage client relationships and facilitate deal execution (including documentation) within SMBC network for both inbound and outbound business.
• Assist RM team in preparation of sales pitch and marketing materials.
• Join RM for customer visit/ site visit on a periodic basis.
• Adherence to internal policies and regulatory guidelines.
• Providing cross-cover for Business Support team.

Job Requirements

Academic Qualification (Degree / Diploma etc.) / Professional Qualification / Certification

Degree or professional qualification in business administration, accounting, finance, economics or other related discipline.

Working Experience (Years / Type)

Possess a qualified degree in related field, at least 15 years of corporate banking related experience and/or customer service and marketing related skillset.