The Role
Support Private Banking process and governance by drafting and maintaining policies, managing document lifecycles, coordinating stakeholders, organizing meetings, tracking action items, monitoring project timelines, preparing reports/dashboards, and providing administrative support for regional process harmonization and implementation of process improvements.
Summary Generated by Built In
Key Responsibilities
- Assist in the drafting, review, update, and maintenance of Private Banking (PB) Policies, Procedures, and Standard Operating Procedures (SOPs) to ensure compliance with internal standards and regulatory requirements.
- Support document lifecycle management activities, including version control, periodic reviews, approval tracking, and record maintenance.
- Maintain accurate and up-to-date documentation repositories to support audit, compliance, and regulatory requirements.
- Assist in gathering and consolidating business requirements, and stakeholder inputs.
- Coordinate with relevant stakeholders to facilitate the review and updating of process documentation, including follow-ups on information requests and action items.
- Organize and coordinate meetings, prepare meeting materials, record minutes, and track the completion of action items arising from meetings and governance forums.
- Support stakeholder engagement and communication activities, including the collection, consolidation, and tracking of feedback.
- Assist in the communication and implementation of updated policies, procedures, and process improvements.
- Support project coordination activities by monitoring timelines, deliverables, implementation progress, and status updates.
- Prepare reports, management information, dashboards, and presentation materials for management and governance purposes.
- Provide administrative and coordination support for regional process harmonization, governance, and business process management initiatives.
Skills Required
- Draft, review, update, and maintain Private Banking policies, procedures, and SOPs
- Perform document lifecycle management including version control, periodic reviews, approval tracking, and record maintenance
- Maintain accurate documentation repositories to support audit, compliance, and regulatory needs
- Gather and consolidate business requirements and stakeholder inputs
- Coordinate with stakeholders to review and update process documentation and follow up on action items
- Organize and coordinate meetings, prepare materials, record minutes, and track action items
- Support stakeholder engagement, communication, and feedback consolidation/tracking
- Assist in communicating and implementing updated policies, procedures, and process improvements
- Support project coordination by monitoring timelines, deliverables, implementation progress, and status updates
- Prepare reports, management information, dashboards, and presentation materials for governance and management
- Provide administrative and coordination support for regional process harmonization and business process management initiatives
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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.
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