Manager, Share Margin Financing Credit

Overview

To process and evaluate margin (SMF and PF) and non-margin applications, and to provide credit support to Share Trading Centres (STC) and Account Relationship Managers.

Responsibilities

• To manage, guide and train the support team members to achieve the turnaround time (TAT) and ensure policy guidelines are met.
• Ensure that SMF / PF new applications and credit renewals submitted meet the Bank's risk acceptance criteria, SMF and PF credit policy, approval matrix, AMLA framework and BNM guidelines requirements.
• To analyze SMF / PF applications and prepare credit write-ups, and recommend for loan approval.
• To perform reviews and renewals of all SMF / PF margin accounts.
• To streamline work processes to improve TAT.
• Handle CCRIS reporting enquiries, lodge new applications and update application status.
• Handle CTOS checks.
• Prepare weekly and monthly reports for submission to management.
• Attend queries and provide guidance to STC, ARM and Retail Broking Investment Lending on SMF / PF matters.
• To conduct property valuation for property pledged as collateral.

Experience / Knowledge Requirements

Skill

Knowledge

Seniority level

Employment type

Job function

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