Senior Analyst, Client Management, Corporate Banking

Sumitomo Mitsui Banking Corporation Malaysia Berhad; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

Sumitomo Mitsui Banking Corporation Malaysia Berhad is seeking a Client Management Officer to oversee client outreach, onboarding and periodic reviews (KYC), and to manage all related operational tasks such as account openings, disbursements, drawdowns, payments and collections. The role may include guiding a team of credit managers.

You will work closely with Relationship Managers and Assistant Relationship Managers, drive facilities utilisation, prepare and issue facility letters, coordinate

Qualifications

• Degree or professional qualification in business administration, accounting, finance, economics or related discipline.
• At least 5 years of corporate banking related experience and/or customer service and marketing related skillset.
• Experience handling client documentation and negotiation.

Responsibilities

• Drive utilisation of facilities and maintain constant client communication to address operational needs.
• Collaborate with RM/ARM teams and product/back-office units to support client requirements.
• Prepare and issue facility letters for new facilities or renewals as needed.
• Work with legal counsels and RM teams on documentation and obtain approvals.
• Streamline documentation and processes to improve efficiency while protecting the bank’s interests.
• Take charge of client onboarding and ensure timely KYC reviews.
• Monitor client accounts for conduct and escalate anomalies to the RM team.
• Support LRMs/GRMs to manage relationships and facilitate deal execution within SMBC network.
• Assist RM in preparing sales pitches and marketing materials.

Skills

Client management

KYC

Documentation

Negotiation

Team leadership

Education

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

Job description

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.