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SMF Specialist

2-5 Years
  • Posted a month ago
  • Be among the first 10 applicants

Job Description

If you are looking to excel and make a difference, take a closer look at us…

Job Responsibilities:

  • Drive product awareness through various channels (panel of external brokers/branchpersonal bankers/RWMrelationship managers/Branch Managers) to build new-to-bank (NTB) sales pipeline and drive the utilization for Share Margin Financing (SMF) business.

  • Manage the relationship and create stickiness with in-market brokers/ dealers /remisiers/clients through unrivaled customer service.

  • Provide accurate, valid, complete and latest information to internal and external stakeholders.

  • Handle customer complaints effectively, provide appropriate solutions and alternatives follow up closely to ensure issues are resolved.

  • Actively participate and promote the Bank's marketing campaign to drive NTB acquisition and SMF utilization.

  • Perform visitation to external brokers,branchesand Priority Banking Center on monthly/quarterly basis, depending on the coverage.

  • Update Wealth Asset Financing product manager on the latest client feedbacks on products feature, marginable listings and what other competitors are doing.

  • To support and conduct product training/briefing to panel of external brokers/branchpersonal bankers/RWMrelationship managers/Branch Managers) on SMF and other Wealth Asset Financing products.

  • Cross-sell andrefer other Bankingproducts such asCurrent and Saving Accounts, Mortgage, Hire Purchase, Personal Loan and Credit Cards.

  • Undertake ad-hoc task assigned by Head of Department.

  • Collaborate and build strong working relationships not only within Regional Wealth Management, but other business partners such as Branches,Regional officesand stakeholders in Head Office.

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

Job Requirements:

  • Malaysian citizen

  • Minimum Diploma or Undergraduate Degree inAccounting, Economics,Finance, Business Studies or Marketing.

  • Preferably with 2to 5 yearsof relevant experience in Global Markets, Stockbroking and Wealth Management

  • Candidates who passed SIDC Module 6 & 7 are encourage to apply

More Info

About Company

Job ID: 136723035