Client Channel Analyst (Capital Markets / Financial Markets)
Location: Kuala Lumpur, Malaysia
Employment Type: Full-Time / Fixed-Term Contract (FTC/FTE)
Salary: Up to 15–20% increment from current salary
Industry: Banking & Financial Services
About the Role
We are seeking a proactive and detail-oriented Client Channel Analyst to join the Capital Markets team. This role is responsible for supporting digital platforms used across Global Markets, ensuring a seamless client onboarding experience, and providing operational support for digital trading channels.
The successful candidate will work closely with Sales, Relationship Managers, Legal, Operations, and Technology teams to enhance digital client journeys, improve platform efficiency, and ensure compliance with regulatory and operational standards.
This opportunity is ideal for professionals with experience in Capital Markets, Financial Markets, Market Operations, Client Services, Investment Banking Operations, or Digital Banking.
Key ResponsibilitiesClient Onboarding & Digital Platform Support
- Support client onboarding activities for pre-trade and post-trade digital platforms.
- Ensure clients are successfully onboarded and activated on digital trading channels.
- Assist clients with platform access, setup, and operational enquiries.
- Monitor onboarding progress and ensure timely completion of required documentation.
- Coordinate onboarding activities with internal stakeholders to ensure a smooth client experience.
Client Service & Stakeholder Management
- Handle client enquiries related to digital channels, trading platforms, and operational processes.
- Build and maintain strong working relationships with internal and external stakeholders.
- Liaise closely with Sales, Relationship Managers, Operations, Legal, and Technology teams.
- Provide timely updates and resolution for client-related issues.
- Escalate complex operational issues where necessary.
Documentation & Operational Support
- Support the preparation and management of legal documentation, including Master Confirmation Agreements and related client documentation.
- Ensure documentation is complete, accurate, and compliant with internal policies.
- Maintain proper records of client onboarding activities and operational processes.
- Assist with operational controls and process improvements.
Platform Enhancement & Testing
- Participate in User Acceptance Testing (UAT) for new platform features and system enhancements.
- Work with Technology teams to identify opportunities for platform improvements.
- Validate system functionality and report defects or enhancement recommendations.
- Support implementation of digital transformation initiatives across Global Markets.
Reporting & Compliance
- Prepare operational reports, management information, and performance metrics.
- Monitor key operational indicators and identify areas for improvement.
- Ensure compliance with internal policies, operational controls, and regulatory requirements.
- Support internal and external audits where required.
- Contribute to continuous improvement initiatives to enhance operational efficiency.
Requirements
- Bachelor’s Degree in Finance, Banking, Business Administration, Economics, Accounting, or a related discipline.
- Experience in Capital Markets, Financial Markets, Market Operations, Client Services, Investment Banking Operations, Treasury Operations, or Digital Banking.
- Knowledge of Global Markets products is an advantage.
- Understanding of client onboarding and financial market operational processes.
- Experience supporting digital platforms or electronic trading channels is preferred.
- Strong stakeholder management and communication skills.
- Excellent analytical and problem-solving abilities.
- Detail-oriented with strong organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficient in Microsoft Office applications, particularly Excel and PowerPoint.
- Knowledge of regulatory and operational control requirements within financial services is an advantage.
Work Location: In person