Relationship Manager, Business Banking
4 weeks ago
**Job***: Retail Banking
**Primary Location***: Asia-Malaysia-Petaling Jaya
**Schedule***: Full-time
**Employee Status***: Permanent
**Posting Date***: 28/Jul/2023, 5:07:27 AM
**Unposting Date***: Ongoing
**Role Responsibilities**
**Strategy**
To execute and deliver towards the growth of Business Banking business in line with Group’s strategies.
***Business**
Sales and Portfolio Management
- Achieve individual financial and non-financial** **targets while contributing towards team’s overall deliverables through:
- Effectively generating new business - identify prospects and convert in line with the Bank’s strategy
- Strategically formulating account plan - provide clients needs-based solutions and execute various banking transactions
- Proactively building trusted client relationships - maintain a portfolio of active and growing customers
- Market and sell broad range of products including trade service, cash management, treasury and investment
- Build and expand existing client relationships through pro-active contact, account planning, wallet sizing and effective pipeline management
- Generate new business via new client acquisition and via the ecosystem
- Grow client portfolio size by deepening existing client relationships
- Analyse and review potential business to ensure maximum profitability
- Identify and prioritize activities to maximize revenue contribution from allocated client portfolio.
- Provide advice on potential financial solutions based on identified needs
- Origination and structuring of deals based on client needs jointly with product partners as appropriate
- Consult and recommend strategies where account management or recovery is needed on problem accounts, assisting credit in identifying sources from minimizing loan losses
- Work effectively across geographic borders with customers to deepen relationships with the Bank.
- Completion and review of Account Plan and securing requisite signoff from product partners
- Generate creative ideas on customer acquisition and products/ services
- Regularly feedback to Team Leader and peers on new and anticipated financial and service needs and recommend appropriate improvements to processes on new products
- Maintain a high level of professionalism in client engagement, internal stakeholder management and other business conduct.
Partnering CDD Ops and other operational related responsibilities
- Partner CDD Ops in ensuring all CDD and related policies and procedures are followed
- Completion of Sanctions questionnaires, RRRC submissions and similar, liaising with the client as necessary
- The role will be accountable for minimising all periodic review overdue and expired items
- The role holder will be accountable for all Excess and Past Due management and related governance
**Processes**
- Support the framework for effective management of operational risks across the Business and compliance with applicable internal policies, and external laws and regulations at a global level
- Support the execution of Business strategy in a safe and well-controlled manner and on an end-to-end basis - incorporating infrastructure requirements and ensuring that they are fit-for-growth
- Follow and comply with AML CDD policies and procedures where applicable
- Ensure internal / external CDD requirements are adhered to
- This role encompasses the processes under the ORF namely; Client Due Diligence, On-boarding and Account Management, Static Data Monitoring, Offshore Booking, Client Offboarding and Complaints Handling.
**People & Talent**
- Embed the Group’s values and culture
- Coach peers and more junior staff as appropriate
- Partner effectively with internal stakeholders to deliver effective client solutions.
**Risk Management**
- Abide by appropriate frameworks to guarantee that business is carried out within the Group’s risk appetite and relevant risks are appropriately managed in conjunction with line managers other stakeholders.
- Ensure compliance with the highest standards of regulatory conduct and compliance standards and practices as defined by internal and external requirements. This includes compliance with regulations and guidelines on Sanctions, Anti-Money Laundering (AML), and Environmental and Social Risk Management (ESRM).
- Abide by the Group’s values and code of conduct and foster a robust culture to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among employees.
- Do what is right in order to avoid reputational risks and operational losses.
***Governance**
- Ensure relevant systems and controls pertaining to the role remit are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Operational Risk, Technology and Operations, Finance and Reputation
- Ensure adherence with the following Regulatory Compliance policies and processes (as is applicable):
- Anti-Money
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