Manager/ Sr Manager, Client Coverage

Maybank; Kuala Lumpur; On-site; MYR 100,000 - 150,000; Full time

Job summary

A leading financial services provider in Kuala Lumpur is looking for a candidate to conduct financial analysis and enhance client relationships. You will gather market insights, review client materials, and ensure high-quality service standards. Ideal candidates have experience in banking or investment banking and demonstrate strong problem-solving skills and relationship management capacities.

Qualifications

• Experience in client relationship experience in a banking or investment banking environment preferred.
• Competent in financial advisory product knowledge including corporate banking and global markets.

Responsibilities

• Conduct preliminary financial analysis and modeling to support client needs.
• Gather and analyze data from various sources for insights.
• Review essential client materials for accuracy and alignment.
• Monitor transaction implementations for efficient delivery.

Skills

Financial analysis

Client relationship management

Market analysis

Problem-solving

Quality control

Job description

Responsibilities

• Financial Analysis & Modeling: Conduct preliminary financial analysis and modeling to support client and transaction needs effectively.
• Research & Industry Insights: Gather and analyze data from publicly available sources, including comprehensive industry, market, and company research using the Bank's subscribed databases, to deliver valuable insights.
• Problem Solving & Solution Development: Define key issues and articulate well-considered solutions, proactively identifying opportunities to enhance client value.
• Document Review & Analysis: Review essential client materials—such as proposals, pitch books, mandate letters, and credit papers—prepared by product partners, ensuring accuracy and alignment with client needs.
• Quality Control of Deliverables: Provide oversight on valuations, reports, information memorandums, feasibility studies, and senior management presentations to maintain high standards and impact.
• Client Experience Enhancement: Work with the Associate Director to ensure exceptional client experience and service levels, with a particular focus on mid-cap clients locally and across regions.
• Process Monitoring & Deal Execution: Assist in monitoring the implementation of transactions, ensuring efficient, timely delivery and successful deal completion.
• Client & Partner Collaboration: Support the Associate Director in working closely with product partners to identify and address any constraints affecting clients and their shareholders, ensuring tailored, proactive service.

Requirements

• Experience in client relationship experience in banking/investment banking and commercial banking environment preferred.
• Abreast with market environment, trends, regulations and clients’ businesses within the country and any of clients’ overseas affiliations and activities.
• Demonstrate excellent relationship building and management in terms of providing sound and appropriate Global Banking related advisory services. Disciplined approach to account planning and portfolio performance.
• Competent in relevant financial advisory product knowledge that includes corporate banking, global markets, investment banking, transaction banking and/or international financing areas.