Client Manager (Team Lead)

Sumitomo Mitsui Banking Corporation Malaysia Berhad; Malaysia; On-site; MYR 180,000 - 300,000; Full time

Job summary

Sumitomo Mitsui Banking Corporation Malaysia Berhad is seeking a Senior Client Manager to lead client outreach, onboarding and periodic reviews including KYC. The role involves handling documentation, facility pricing renewals, and cross-border support within the SMBC network.

You will work closely with Relationship Managers and credit teams to streamline processes, assess facilities, and ensure timely approvals while maintaining compliance and high service standards.

Qualifications

• Degree or professional qualification in business administration, accounting, finance, economics or other related discipline.
• 15+ years corporate banking or related customer service experience.

Responsibilities

• Drive utilisation and communicate with clients to address operational needs.
• Prepare facility letters for new facilities and renewals.
• Work with legal counsels and RM teams on documentation; negotiate with clients.
• Streamline documentation and processes for efficiency while preserving bank interests.
• On-board clients and ensure timely KYC reviews.
• Support RM/GRM to manage client relationships and deal execution across SMBC network.

Skills

Client outreach

KYC

Documentation

Negotiation

Cross-border work

Education

Business/Finance degree

Job description

Headquartered in Tokyo, Sumitomo Mitsui Banking Corporation (SMBC) is a leading global financial institution and a core member of Sumitomo Mitsui Financial Group (SMBC Group). Built upon our rich Japanese heritage since 1876, we put our customers first and provide seamless access to, from and within the Asia Pacific region. SMBC is one of the largest Japanese banks by assets and maintain strong credit ratings across our global integrated network. We work closely as one SMBC Group to offer personal, corporate and investment banking services to meet the needs of our customers.

With sustainability embedded within our strategy and operations, we are committed to creating a society in which today’s generation can enjoy economic prosperity and well-being, and pass it on to future generations.

SUMITOMO MITSUI BANKING CORPORATION MALAYSIA BERHAD

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.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Sumitomo Mitsui Banking Corporation (SMBC) operates globally with extensive overseas branches that offers a broad range of financial services. Due to its incorporation of a wholly owned subsidiary in Malaysia, SMBC is now inviting you to be part of its talent pool where you can grow with us. This is indeed a good opportunity for you to chart your career collaboratively with SMBC to greater heights.

Sumitomo Mitsui Banking Corporation (SMBC) operates globally with extensive overseas branches that offers a broad range of financial services. Due to its incorporation of a wholly owned subsidiary in Malaysia, SMBC is now inviting you to be part of its talent pool where you can grow with us. This is indeed a good opportunity for you to chart your career collaboratively with SMBC to greater heights.

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