Associate, Client Services

Overview

Associate, Client Services role at AFFIN Group in Kuala Lumpur, Malaysia. To support the Relationship Manager in Corporate Banking Division on administration tasks and to ensure the interest of the Bank is protected.

Responsibilities

• Account Monitoring (MIAs) - to help or assist RM in issuing reminder / follow up letters.
• Issuance of Letter of Support relating to tendering of projects / contracts and letters to Facility Agent and my other correspondences in relation to account handled.
• To prepare Financial Performance Report for annual audit purpose (for Internal Auditor on yearly basis).
• To provide job related reports (Monthly Loan Origination, Monthly Loan Growth, and Monthly Review Extension) statistics, for Director / HOD consumption (a copy to be furnished to admin coordinator for compilation).
• Liaising with other stakeholders i.e. Branches, Group Risk Management etc., where necessary (i.e. status of applications / request, request for statement / tax invoice, review extension and etc.).
• To monitor all post-disbursement conditions of accounts other than those monitored by LAD (ensure conditions imposed by approving authority are properly recorded in register for monitoring purposes).
• To monitor the progress of security documentation until completion and disbursement (Upon issuance of memo to Business Financial Services and Loan and Administration Department (LAD).
• To keep track on the work progress on memo instruction given to BFS, LAD, and other stakeholders on all accounts.
• To prepare / update interest income earned for the month for Business Units assigned.
• To liaise with LAD / BIS / Treasury and payment centre.
• To assist RM / CA in their absence to request for COF / FD rates from Treasury and revert to customers for drawdown and RC rollovers and drawdown.
• To keep track of KYC review of banks and the progress of completion.
• Assist with the Nostro Account opening for banks.
• To review the requirement of RMA relationship annually, coordinate to establish or cancel RMA relationships.

Job Requirements

Seniority level

Employment type

Job function

Industries

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