Client Lifecycle Manager
RM 6,000 - RM 7,999 / Per Mon
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Job Description: This role is part of the Onboarding and Servicing team within Wholesale Client Services (WCS), under the Wholesale COO (WCOO) function. WCS supports the entire client lifecycle for our client's Global Commercial Banking (CMB) and Global Banking & Markets (GBM) business lines. As a Client Lifecycle Manager, you will oversee the onboarding and servicing processes for institutional and corporate clients, ensuring exceptional service, operational efficiency, and adherence to regulatory standards. Key Responsibilities: - Seamlessly manage and oversee client onboarding processes, acting as the primary point of contact for clients. - Build strong relationships to ensure a positive onboarding experience, setting the stage for long-term client satisfaction. - Perform thorough KYC (Know Your Customer) and AML (Anti-Money Laundering) checks to ensure compliance with internal policies and regulations. - Meet key performance indicators (KPIs) such as TAT, SLA adherence, and pipeline management. - Collaborate with cross-functional teams (e.g., Legal, Credits, ASM, KYC Operations) to streamline operations and address client needs effectively. - Address and resolve client issues proactively, minimizing escalations and enhancing process governance. - Continuously evaluate and improve onboarding processes to reduce time, cost, and operational inefficiencies. - Serve as a process quality checker, ensuring accuracy and adherence to best practices. - Facilitate regulatory queries and reporting requests from RMs, clients, and stakeholders. - Support leadership initiatives, cross-functional projects, and team collaboration.
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