Senior Analyst, Client Management

Sumitomo Mitsui Banking Corporation Malaysia Berhad; Malaysia; On-site; MYR 90,000 - 130,000; Full time

Job summary

SUMITOMO MITSUI BANKING CORPORATION MALAYSIA BERHAD is seeking a Client Management Officer to handle client outreach, onboarding and periodic KYC reviews, alongside daily operational tasks such as account openings, disbursements and facility renewals. You will work with Relationship Managers and cross-border teams to streamline documentation and service delivery.

The role requires a degree in business-related fields and at least 5 years in corporate banking or related customer-service roles,

Qualifications

• Degree or professional qualification in business administration, accounting, finance, economics or other related discipline.
• Possess a qualified degree in related field, at least 5 years of corporate banking related experience and/or customer service and marketing related skillset.

Responsibilities

• Drive utilisation and frequent communication with clients to address operational needs, collaborating with product and back-office teams.
• Prepare and issue facility letters for new facilities and renewals.
• Work with legal counsels and RM teams on documentation; facilitate negotiations and obtain approvals.
• Streamline documentation and processes to improve efficiency while protecting the bank's interests.
• Lead client on-boarding and ensure timely KYC reviews.
• Monitor client accounts conduct and escalate anomalies to RM or management.
• Support LRM/GRM to manage client relationships and facilitate deal execution within SMBC network.
• Assist RM with sales pitches and marketing materials.
• Join RM for customer/site visits periodically.
• Adhere to internal policies and regulatory guidelines.
• Provide cross-cover for Business Support team.

Skills

Client management

Documentation

KYC

Negotiation

Education

Degree in business administration

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

• Client Management Officer (“CMO”) 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 5 years of corporate banking related experience and/or customer service and marketing related skillset.

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.