Job Description

• Portfolio Coverage: Establish, develop, and proactively manage senior-level relationships with regional and domestic financial institutions and NBFIs through regular coverage, client visits, and strategic engagement.
• Credit Line Origination: Drive institutional support for the Bank by negotiating and requesting counterparty credit limits from financial institutions.
• Product Bundling & Origination: Identify capital markets and transaction banking opportunities. Market the comprehensive Universal Banking suite of CIMB Group, structuring tailored product-bundling solutions (including Financial Advisory, Debt & Equity Capital Markets, Transaction Banking, Treasury, Insurance, and Deposits) to maximize wallet share.
• Cross-Border Collaboration: Partner with product specialist teams across CIMB Group to manage client expectations during high-value product presentations and beauty parades.

• Credit Setup & Reviews: Partner with FIG Credit Analysis (Thailand) and CORA (Kuala Lumpur) to establish, structure, and extend credit limits for financial institutions.
• Portfolio Health: Proactively monitor credit limit utilization, counterparty creditworthiness, and market sentiment.
• Risk Mitigation: Act swiftly to freeze or adjust credit limits when a counterparty's financial status deteriorates, ensuring the Bank's capital is protected.

• Agreement Negotiation: Jointly collaborate with Legal Counsel to define, negotiate, and execute commercial terms and conditions for institutional agreements (ISDA, GMRA, Facility Agreements, etc.).
• Nostro/Vostro Account Management: Evaluate the strategic necessity of account openings with CIMB Group; manage the end-to-end documentation, approval, opening, and closing processes for both the Bank and client institutional accounts.
• Compliance & Due Diligence: Manage institutional KYC/CDD and AML questionnaire exchanges, coordinating closely with Legal and Compliance to respond to counterparty due diligence inquiries.