Sustainable Finance for Relationship Managers - Sustainable Finance

This two-day programme aims to equip Relationship Managers in Corporate, Commercial and SME Banking with the relevant basic sustainable finance knowledge and skills required to function effectively in alignment with their bank’s Sustainability Commitment and be confidence in customer engagement.

Relationship Managers will learn and apply basic science-based knowledge on climate change and be competent to adopt the Bank Negara Malaysia (BNM) Climate Change Principle-based Taxanomy or customer’s climate risk assessment and profiling.

The programme will provide an overview of the current transitioning financial products and solutions in the market. This can further enhance the Relationship Manager’s confidence to structure innovative sustainable financing proposals to help clients in transitioning towards a low carbon economy.

Programme Outline

Learning Objectives

By the end of the programme, participants will be able to:

Discuss how climate risk impacts the bank and clients and how it relates their role as Relationship Managers
Identify key factors that underpin the science of climate change
Understand and apply the BNM CCPT principles for evaluating the client’s economic activities
Communicate confidently and propose relevant financing needs to their clients

Programme Outline

Module 1: Awareness of Sustainable Finance
UN SDGs & Paris Agreement, Nationally Determined Contributions (NDCs)
Broad concept of Sustainable Finance
Activity: Identify your bank’s sustainability commitment and strategies
Module 2: Overview of Sustainable Risk
Financial impact to banks & financing customers
Introduction of climate-related risks
Risks & Opportunities
Case study
Module 3: Understanding Climate Change
The science of climate change
Climate mitigation & adaptation
Activity: Carbon footprint
Module 4: Customer Engagement & Profiling- Climate risk
BNM CCPT & other relevant BNM requirements
Walkthrough use cases
Client engagement – challenges and opportunities
Module 5: Green Finance and Sustainable Finance Products
BNM Low Carbon Transition Financing (LCTF), Sustainability Linked Loans, Green Financing
Examples & case study
Module 6: Latest Development
Emerging regulation and expectation: BNM in the pipeline
Summarise roles of Relationship Managers and personal action plan

METHODOLOGY

Lectures and combination of activities including games, videos, quizzes, case study discussion, pre & post assessment and personal reflection.
Throughout the modules, participants will be provided with references, publications, and relevant databases to dive deeper into specific discussed topics.

Participant profile

Corporate, Commercial and SME Relationship Managers (Front Line)

Trainer

Zurina Binti Othman

Senior Training Consultant, Asian Banking School

Michelle Loo Phoy Wan

Trainer, Asian Banking School

Sharon Liew Siu Wei

Senior Consultant, Asian Banking School

Found a programme that you think would be suitable for your organisation?

Many of our courses can be customised and delivered in-house. We also provide consultancy services to create tailor-made training programmes that are specifically aligned with your organisation’s strategic learning requirements. Contact us today to learn more about how we can support your team’s development by completing the In-House Request Form here or Emailing Us here.

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Zurina Binti Othman

Senior Training Consultant, Asian Banking School

Zurina Othman has 29 years of experience in banking ranging from branch operations to credit/risk management. She has in-depth knowledge in business banking financing structure, business strategies, credit and risk management.

She started her career in 1995 as the operations officer in one of the leading banks in Malaysia, and successfully progressed to various key positions including the Head of Business Centres, Business Banking prior to her appointment as Chief Credit Officer (CCO) at a Development Financial Institution (DFI). As CCO, she was actively involved in training programmes and appointed as Chairman of the Credit Learning Council. Her areas of training expertise are in Credit Underwriting and Structuring, Credit Risk Management, Trade Financing and Islamic Banking.

Zurina holds a Bachelor’s Degree in Business Study, majoring in Finance, from Universiti Utara Malaysia (UUM). She obtained her Certified Credit Professional, Commercial Banking (CCP) from IBBM in 2004, and the Chartered Professional in Islamic Finance (CPIF) from the Chartered Institute of Islamic Finance Professionals in 2021. She is also a Certified HRDF Trainer and a Certified Expert in Sustainable Finance (CeiSF) from the Frankfurt School of Finance and Management, Germany.

Michelle Loo Phoy Wan

Trainer, Asian Banking School

Michelle Loo has more than 10 years of banking experience in secured and unsecured lending, wealth products, bancassurance, SME banking and branch management.

Michelle started her career in the banking industry with HSBC Bank as a Mortgage Executive. In 2008, she joined OCBC as a Business Development Manager in SME Banking and during which, the team she was in achieved Top 5 in the nationwide overall performance. Following that, she joined Maybank as a Mortgage Consultant. She was one of the pioneers in the Direct Sales Team and recognized as the Nationwide Top Team for 3 consecutive years. She then went on to join Alliance Bank and was promoted as Branch Manager. Subsequently, she joined Public Bank in Regional Sales and Support in SME Bancassurance, supporting 19 branches in the Klang Valley. Her main task was to maintain Regional top sales, which she achieved for 2 consecutive years.

At ABS, she is involved in developing e-Learning content, storyboarding and gamification, as well as having the role as a Trainer for the “Introduction to Ethics in Banking” programme. Michelle holds a Bachelor’s Degree in Economics majoring in Finance from University Putra Malaysia.

Sharon Liew Siu Wei

Senior Consultant, Asian Banking School

Sharon Liew is a Senior Consultant at the Asian Banking School (ABS) and has more than 17 years of banking and training experience. She started her career as a Senior Associate at BDO; leading audits of the government-linked group of companies under the Prime Minister’s Office from 2005-2007. Following that, she joined Bank Negara Malaysia (BNM) as Financial Supervisor where her responsibilities included on-site and off-site surveillance of financial institutions in Malaysia. Pursuing her passion for teaching, Sharon then went on to teach banking and finance at the Tunku Abdul Rahman University College from 2014 to 2021.

At ABS, Sharon develops and delivers customised Sustainable Finance programmes for clients including designing Sustainable Finance Structured Learning Pathways. Currently, Sharon is working on expanding partnerships with government agencies to enhance the scope of training offerings to the banking and non-banking industry. She is also involved in conducting Qualification-related training.

Sharon conducts training in English, Bahasa Malaysia, Mandarin and Cantonese and has a teaching permit registered under the Ministry of Higher Education Malaysia. She is a qualified Chartered Accountant registered under the Malaysian Institute of Accountants and is a Certified HRDF Trainer. Sharon has a Bachelor of Accounting from the University Putra Malaysia and a Postgraduate Diploma in Teaching from the Open University Malaysia. She also holds a Professional Certificate in Islamic Finance from INCEIF, Diploma in Teaching English to Speakers of Other Languages (TESOL) from the London Teacher Training College and is a Certified Teacher in Teaching Chinese as a Foreign Language (CTCSOL) from Hanban. She is a Certified Expert in Sustainable Finance awarded by the Frankfurt School of Finance & Management, Germany.