SMF Specialist

Posted 6 Days Ago
Be an Early Applicant
Tower, MI
Junior
Fintech • Payments • Financial Services
The Role
The SMF Specialist is responsible for enhancing product awareness, managing client relationships, providing customer support, participating in marketing campaigns, conducting product training, and ensuring compliance with internal policies. They cross-sell banking products and gather market feedback to improve services.
Summary Generated by Built In

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/branch personal bankers/RWM relationship 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, branches and 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/branch personal bankers/RWM relationship managers/Branch Managers) on SMF and other Wealth Asset Financing products.

  • Cross-sell and refer other Banking products such as Current 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 offices and 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 in Accounting, Economics, Finance, Business Studies or Marketing.

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

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

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

The Company
Kuala Lumpur, Wilayah Persekutuan
6,612 Employees
On-site Workplace
Year Founded: 1905

What We Do

Hong Leong Bank Berhad is one of the leading financial services organisations in Malaysia. With a heritage of more than 100 years, it provides comprehensive financial services covering consumer banking, business banking and trade finance, treasury, branch and transaction banking, wealth management, private banking and Islamic financial services. Its merger with EON Bank Group in 2011 has further embedded its position as a core banking franchise with an expanded distribution network of more than 300 branches across the country.

With a proven track record in value creation and a highly recognised brand, Hong Leong Bank has also been extending its footprint in the region, with branches in Singapore and Hong Kong and wholly owned subsidiaries in Vietnam and Cambodia. In China, the Bank has a 20% shareholding in Bank of Chengdu Co., Ltd., Sichuan and a consumer finance joint venture.

Hong Leong Bank is a subsidiary of Hong Leong Financial Group Berhad, the financial services arm of the Hong Leong Group. Apart from banking, Hong Leong Financial Group is involved in the provision of insurance and takaful, as well as investment banking, unit trust, fund management and stock broking services

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