Sr Executive - Personal Financial Services Credit (SMF Operations)

Posted:
7/14/2024, 3:23:37 PM

Location(s):
Wilayah Persekutuan Kuala Lumpur, Malaysia ⋅ Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

Experience Level(s):
Expert or higher ⋅ Senior

Field(s):
Data & Analytics ⋅ Operations & Logistics

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

Functional (job responsibilities)

Daily Operations

To handle the new account opening, documentation, stamping and safekeeping of legal documents;

To provide operations support to online applications;
To perform collateral management & reconciliation of shares, FDs, unit trusts, bonds & other marginable collateral;
To perform contracts settlement and reconciliation of brokers & clients’ settlement;
To handle & follow up on the corporate actions such as dividends, subscription of rights & dividend reinvestment plan, conversion of warrants, request for proxy forms & other nominee services;
To handle customer services such as request for cash drawdown, collateral transfer, manual trading limit update request and other general enquiries & requests;
To conduct system enhancement’s User Acceptance Test (UAT);
To perform day-end balancing on the settlement account.

Risk Monitoring

To perform daily monitoring of margin call & force-selling triggers;
To contact & follow-up with customers & brokers on the margin-call & force-selling status;
To closely monitor market news & perform ad hoc review on the cap process of the affected marginable collateral timely;

To attend compliance related matters such as Risk Control Self-Assessment (RCSA), Business Continuity Plan (BCP), Disaster Recovery (DR), and etc;
To perform any other task(s) assigned by superior from time to time.

Education/ Qualification

Tertiary Education in Business Administration, Banking, Economics, Finance, Computer Science (Data Science) or related disciplines.

Experience

Minimum 2 years working experience in share margin, investment, stockbroking/ wealth management operations & related experience (For Senior Executive position & above only).

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.

Hong Leong Bank Berhad

Website: https://hlb.com.my/

Headquarter Location: Kuala, Kalimantan Barat, Indonesia

Employee Count: 251-500

Year Founded: 1905

IPO Status: Public

Industries: Banking ⋅ Credit ⋅ Financial Services ⋅ Wealth Management

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