The Role
Draft, maintain, and govern Private Banking policies, procedures, and SOPs. Conduct process reviews and gap analyses, support process design and regional harmonization, engage stakeholders, translate requirements into operational workflows, track implementation and action items, and prepare reports and meeting materials for governance and management.
Summary Generated by Built In
Key Responsibilities
- Draft, review, and update Private Banking (PB) Policies, Procedures, and Standard Operating Procedures (SOPs) in accordance with Group standards, governance requirements, and regulatory guidelines.
- Ensure compliance with document governance requirements, including documentation standards, approval workflows, version control, periodic reviews, and records management.
- Prepare, coordinate, and maintain documentation for submission to governance committees and approving authorities, under the guidance of senior team members.
- Conduct process reviews and gap analyses across Private Banking workflows to identify opportunities for simplification, standardization, digitalization, and operational improvement.
- Support the design, development, and implementation of new business processes to enhance operational effectiveness.
- Assist in regional process harmonization initiatives across Malaysia and Singapore Private Banking, ensuring consistency while adhering to local regulatory and governance requirements.
- Gather, consolidate, and analyse inputs from subject matter experts and stakeholders to support process reviews, and improvement initiatives.
- Coordinate stakeholder engagement activities, including requirements gathering, process walkthroughs, documentation of discussions, and facilitation of review and approval processes.
- Support the translation of business requirements into practical and executable operational processes, procedures, and workflows.
- Assist in the communication, rollout, and implementation of new or revised policies, procedures, and process enhancements, including the collection and consolidation of stakeholder feedback.
- Monitor and track action items, implementation progress, project deliverables, and governance matters to support the timely execution of initiatives.
- Prepare reports, presentations, management information, and status updates for management, governance forums, and project stakeholders.
- Coordinate meetings, prepare meeting materials, record minutes, and follow up on action items.
Skills Required
- Experience drafting, reviewing, and updating policies, procedures, and SOPs
- Knowledge of document governance, approval workflows, version control, and records management
- Experience conducting process reviews, gap analyses, and identifying simplification or digitalization opportunities
- Ability to support design, development, and implementation of business processes to improve operations
- Stakeholder engagement, requirements gathering, facilitation, and documentation skills
- Ability to prepare reports, presentations, management information, and status updates for governance forums
- Experience coordinating meetings, recording minutes, tracking action items, and following up on deliverables
- Experience or familiarity with regional process harmonization across Malaysia and Singapore private banking (local regulatory adherence)
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The Company
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.
