Roles & Responsibilities
- Proactively reach out to existing clients to broaden relationship and deepen wallet share
- Drive client calling/farming activities to defend, maintain, replenish, and grow utilization for existing Trade Finance credit facilities and flow opportunities
- Flow opportunities will include export LC confirmation and discounting
- Credit facilities will span from Documentary Trade (Import LC) to Open Account (Invoice, Receivables and Supplier financing) to name a few
- Define existing corporate client focus list alongside Sales and Product leads
- Explore opportunities with non clients around FI products (non client beneficiaries)
- Devise a consistent but adaptive client calling and follow up plan for the targeted clients, with the goal to maintain and grow A&Cs
- Record all client outreach efforts, noting wins and lost opportunities (for lost opportunities, provide feedback on reason for loss)
- Gain insights on client’s business requirements to build leads for up sell/cross-sell
- Build relationships with key internal stakeholders, including Product Management, Trade Operations, Trade Sales, Trade distribution, Compliance, Credit and Legal.
- Provide reporting support, tracking, and reporting as required.
- Ensure compliance with all AML, KYC, and all other Compliance requirements.
- Individual Contributor role
Qualification - Bachelor’s Degree and/or Professional Qualification in any discipline
Relevant Work Experience - Minimum 3 years experiences with coverage in either Trade Finance or Relationship Management or other acceptable areas`
Competencies/Skills:
- 5+ years of client-facing experience, with particular emphasis on quota-carrying roles
- Good working knowledge of Trade Finance products is a must, including but not limited to: Import and Export Letters of Credit, Standby LCs / Guarantees, Invoice Financing, Supplier Finance, Receivables Finance, Working Capital
- Past experience in Sales, Product Management, Trade Operations or Client Service is a plus
- Ability to work with a wide range of stakeholders across different functions to drive a collective agenda across multiple products and stakeholders
- Good interpersonal and communications skills (both in person and over phone and digital channels) and able to build rapport with client portfolio
- Ability to push through rejections and stay resilient and positive are key character and attitude traits for the role
- Fluency in English and the local business language is a must
CIMB Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CIMB and has not been reviewed or approved by CIMB.
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Parental & Family Support — Parental leave and family resources are presented as particularly strong, including up to six months paid maternity leave in Malaysia, up to 30 days paid paternity leave, adoption leave, lactation rooms, and childcare facilities. Targeted assistance is also noted for single parents and those with children who have special needs.
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Healthcare Strength — Health coverage is broad, with medical plans, mental-health services, wellness programmes, health checks, onsite clinics or dentists in some locations, and disability insurance. In Malaysia, a 24/7 emotional-wellbeing careline and access to mental-health professionals and other coaches are also highlighted.
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Flexible Benefits — Benefits are described as customizable through a flexible-benefits programme, allowing employees to tailor coverage toward medical care, family support, or wellbeing needs. Flexible work options such as hybrid working and adjusted hours are also part of the package in many locations.
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What We Do
CIMB Group is a leading ASEAN universal bank, one of the largest Asian investment banks and one of the world's largest Islamic banks. We are headquartered in Kuala Lumpur, Malaysia and offer consumer banking, commercial banking, wholesale banking, Islamic banking, and asset management products and services. As the fifth largest banking group in ASEAN, we have over 36,000 staff in 16 locations across ASEAN, Asia and beyond. CIMB Bank and CIMB Islamic Bank are members of PIDM.
