Share Margin Financing (SMF) Specialist

Hong Leong Bank; Kuala Lumpur; On-site; MYR 60,000 - 80,000; Full time

Job summary

A banking institution in Kuala Lumpur is seeking an SMF Specialist to support sales and business development for Share Margin Financing. Responsibilities include managing relationships with brokers and clients, handling customer complaints, and conducting training sessions. Ideal candidates should have a degree in relevant fields and 2 to 5 years of experience in Global Markets or Wealth Management. The role emphasizes high-quality service and compliance with internal policies.

Qualifications

• 2 to 5 years of relevant experience in Global Markets, Stockbroking and Wealth Management.
• Candidates who passed SIDC Module 6 & 7 are invited to apply.

Responsibilities

• Build a strong NTB sales pipeline for Share Margin Financing.
• Manage relationships with brokers and clients with high quality service.
• Handle customer complaints and ensure timely issue closure.
• Support the Bank’s marketing campaigns for SMF usage.

Skills

Sales pipeline development

Relationship management

Customer complaint resolution

Banking product knowledge

Education

Diploma or Undergraduate Degree in Accounting, Economics, Finance, Business Studies or Marketing

Job description

The SMF Specialist supports the SMF Team Lead in driving sales and business development for Share Margin Financing (SMF).

Key Responsibilities

• Build a strong NTB sales pipeline and drive Share Margin Financing (SMF) utilization through product awareness across multiple channels.
• Manage and strengthen relationships with brokers, dealers, remisiers, and clients through consistent, high‑quality service.
• Handle and resolve customer complaints effectively, ensuring timely follow‑up and issue closure.
• Support and promote the Bank’s marketing campaigns to boost NTB acquisition and SMF usage.
• Conduct regular visits to external brokers, branches, and Priority Banking Centres (monthly or quarterly as required).
• Provide product managers with updates on client feedback, marginable listings, and competitor activities.
• Cross‑sell and refer a wide range of banking products (CASA, Mortgage, Hire Purchase, Personal Loans, Credit Cards).

Training

• To support and conduct product training/briefing to panel of external brokers/branch personal bankers/RWM relationship managers/Branch Managers on SMF and other Wealth Asset Financing products
• Undertake ad‑hoc task assigned by Head of Department

Stakeholder Management

• Collaborate and build strong working relationships not only within Regional Wealth Management, but also with other business partners such as Branches, Regional offices and stakeholders in Head Office
• Provide accurate, valid, complete and latest information to internal and external stakeholders

Compliance

• Support and assist Head of Wealth Asset Financing and Team Lead, SMF in audit and compliance related matters for the SMF in line with the Bank’s internal policy, standard and procedures and other regulatory requirements

Skills & Experience We Are Looking For

• Minimum Diploma or Undergraduate Degree in Accounting, Economics, Finance, Business Studies or Marketing
• 2 to 5 years of relevant experience in Global Markets, Stockbroking and Wealth Management is a plus
• Candidates who passed SIDC Module 6 & 7 are invited to apply

For more job opportunities, please go to HLB Careers: https://hlb.wd3.myworkdayjobs.com/HLBCareers/

We appreciate your application and will be in touch with shortlisted candidates regarding next steps.

Be careful - Don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad.