Performance Mgt, Business Corporate Strategy & Development, Business Corporate Deposit,GIB

CFA Institute; Kuala Lumpur; On-site; MYR 80,000 - 120,000; Full time

Job summary

A financial services organization in Kuala Lumpur seeks an experienced professional to oversee the planning and analysis of Corporate Deposits. This role involves conducting performance evaluations, presenting to senior management, and collaborating with various finance teams to achieve targets. Ideal candidates will have a Bachelor's degree in finance with strong analytical skills and at least 5 years of relevant experience.

Qualifications

• 5-7 years of relevant experience in banking, finance, or corporate planning.
• Professional qualification (e.g., CPA, CFA) or postgraduate degree is an advantage.
• Solid understanding of bank funding structures and liquidity management.

Responsibilities

• Oversee planning, monitoring, and control of deposit rates for Corporate Deposits.
• Conduct performance analysis of Corporate Deposits.
• Prepare and present updates for senior management meetings.
• Collaborate with Finance Division on deposit funding projections.

Skills

Analytical skills

Financial modeling

Communication skills

Attention to detail

Education

Bachelor's Degree in Finance, Accounting, Economics, or related field

Tools

Microsoft Excel

PowerPoint

Financial reporting tools

Job description

Duties and Responsibilities:

• Oversee the planning, monitoring, and control of deposit rates for Corporate Deposits to ensure consistency with the bank's funding plan and approved budget rate.
• Conduct in-depth performance analysis of Corporate Deposits, tracking actual results against budget, forecast, and projections, and identifying key variances and drivers.
• Prepare and present performance updates and strategic inputs for senior management meetings including GMEC, ALCO, Divisional Performance Reviews, and MOC sessions.
• Collaborate with the Finance Division to support deposit funding plan projections and provide insights into strategies to meet financial targets.
• Coordinate with Treasury, Market Risk, CBSM, and other business units to support liquidity management and integrated funding strategies.
• Assist in the preparation and presentation of proposals to ALCO, ensuring data accuracy and strategic relevance.
• Provide detailed analytical reports and performance insights related to Corporate Deposit operations, contributing to informed decision-making.
• Address queries from regulatory units regarding deposit projections and funding strategies, ensuring compliance and timely reporting.
• Undertake special assignments and ad hoc duties as delegated by superiors, in alignment with evolving business needs.
• Ensure strict adherence to internal policies, risk management frameworks, and external regulatory requirements in all planning and performance activities.

Job Requirements:

• Bachelor's Degree in Finance, Accounting, Economics, Banking, or a related field. A professional qualification (e.g., CPA, CFA) or postgraduate degree is an added advantage.
• Minimum 5-7 years of relevant experience in banking, finance, or corporate planning, preferably within a deposit or treasury function.
• Strong analytical and financial modeling skills with experience in budgeting, forecasting, and performance monitoring.
• Solid understanding of bank funding structures, liquidity management, and deposit products.
• Proven ability to work with cross-functional teams such as Finance, Treasury, Risk, and Business Units.
• Proficient in Microsoft Excel, PowerPoint, and financial reporting tools.
• Excellent communication and presentation skills, with the ability to engage senior stakeholders and present complex data clearly.
• Strong attention to detail and the ability to manage multiple priorities under tight deadlines.
• Knowledge of regulatory requirements related to funding and liquidity management is preferred.
• Demonstrated leadership qualities and the ability to proactively contribute to strategic discussions.