Associate/AVP, Client Engagement Relationship Manager

Maybank Investment Banking Group; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

Maybank Securities, a leading investment bank, is looking for a Client Engagement Manager to build and maintain relationships with High Net Worth clients. The role involves strategic client engagement, educating clients on investment products, and enhancing service delivery based on client feedback. Candidates should possess a degree in Finance or Business, with a minimum of 5 years of experience in a related field.

Qualifications

• Minimum 5 years of experience in client engagement or relationship management.
• Degree in Finance or related field is required.
• Relevant CMFAS licenses are preferable.

Responsibilities

• Proactively engage High Net Worth clients and provide education on investment products.
• Maintain trust-based relationships and involve in cross-selling opportunities.
• Conduct market analysis to identify trends and enhance service offerings.

Skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Presentation skills

Sales experience

Education

Bachelor's degree in Finance/Business

Job description

About Maybank Securities

Maybank Securities, a leading brokerage and investment bank with a reach extending across ASEAN, the UK and the US, offers a comprehensive suite of services. These include corporate finance & advisory, navigating debt and equity capital markets, derivatives trading, brokerage and research for both retail and institutional investors, and prime brokerage.

Job Description

• Strategic Client Engagement: Proactively identify, engage, and cultivate relationships with prospective High Net Worth clients, presenting sophisticated trading and investment products and services tailored to their unique financial objectives and risk profiles.
• Re-engagement: Strategically re-engage with lapsed accounts, leveraging in-depth market insights and personalized outreach to reactivate relationships and identify new opportunities for portfolio enhancement.
• Client Education & Empowerment: Provide comprehensive education to the client base on a diverse range of complex investment products, market dynamics, and wealth management strategies, fostering informed decision-making.
• Exceptional Relationship Management: Establish, nurture, and maintain enduring, trust-based relationships with both new and existing High Net Worth clients, serving as their primary point of contact for all investment needs.
• Proactive Approach: Take a highly proactive approach to managing existing clients, consistently discussing evolving investment opportunities, presenting cutting-edge market research, and adapting strategies to changing market conditions.
• Cross -Selling: Identify and explore opportunities for cross-selling complementary products and services.
• Client-Centric Service Enhancement: Actively solicit and analyze client feedback, needs, and challenges to continuously refine product offerings, service delivery, and overall client experience, ensuring our solutions remain best-in-class.
• Market Intelligence & Strategic Positioning: Conduct thorough analysis of the competitive landscape to anticipate market trends, identify emerging opportunities, and ensure our firm maintains a leading position in sophisticated investment offerings.

Requirements

Company Values:

• Champion the firm's core values by embodying a vision of excellence, a client-first attitude, and a culture of integrity and discretion in all interactions.

Qualification

• Level of Education: Degree
• Years of Experience: Min 5 years
• Discipline/Related Field: Finance/Business

Licensing

• Relevant CMFAS Licenses (preferable)

Competencies

• An entrepreneurial mindset, capable of proactively seeking new opportunities and contributing ideas to the team
• Strong interpersonal and communication skills
• Ability to create and deliver presentations on Maybank products
• Highly motivated with a desire to hit targets
• A strong interest in investing, trading or financial markets in general
• Experience in a sales or relationship management role, preferably with a competitor or in a related industry
• Bachelor’s degree in a related field (e.g. Banking and Finance, Economics etc.)

We regret that only short-listed candidates will be notified.