Client Relationship Associate

Maybank; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Maybank Singapore is seeking a Client Support professional in private banking to assist clients with inquiries and concerns about products and services, and to provide personalised service during client meetings with RMs.

You will manage client records, update addresses and IDs, monitor accounts for opportunities and risks, ensure compliance, prepare reports, and collaborate with product and operations to deliver comprehensive solutions and timely follow-ups.

Qualifications

• Bachelor’s degree or higher in any field.
• At least 3 years of experience supporting relationship managers in wealth management or equivalent.
• Customer-facing, detail-oriented with ability to work in a team.

Responsibilities

• Client Support: assist clients with inquiries and concerns about private banking products and services.
• Client Meetings: prepare documentation and follow up on action items for meetings with clients and RMs.
• Account Management: update client records and change of mailing/registered addresses and contact details.
• Compliance and Documentation: ensure documents meet regulatory requirements for account opening and reviews.
• Monitoring and Reporting: support monitoring of client accounts for funding and risk.
• Collaboration: work with product specialists and operations to deliver comprehensive client solutions.
• Sales Support: assist in identifying new business opportunities and communicate with RMs.

Skills

Good interpersonal skills

Good communication skills

Education

Degree holder

Job description

Job Description

Client Support - Assist clients with inquiries and concerns about private banking products and services. - Provide personalized service to ensure client satisfaction. Client Meetings - Prepare necessary documentation and follow up on action items prior and from the meetings. o E.g. expired documents like W8Ben, RPQ, VC form etc - attend face to face meetings with clients alongside RMs if required Account Management: - Manage and update client records, ensuring accuracy and compliance. o Change of mailing / registered address and contact details o Change of identification document o POA changes, etc - Monitor client accounts and transactions to identify opportunities and risks. o TD & loan due o Corporate Actions o Credit violations o Trade inputs, settlements and funding etc Compliance and Documentation - Ensure all client documentation meets regulatory requirements. o Account opening documents o Periodic reviews documents o Loan application and AA renewals documents o Trades taken are complete with risk mismatch mention to client and funding instruction taken from client - Assist in the preparation of compliance reports and audits. o Documents or information required from compliance / auditors Monitoring and Reporting - Support the monitoring of client accounts and transactions, ensuring compliance with internal and external regulations. o Check to ensure there is funding for all investments o TDs and loans are renewed timely o Assist RM to follow up on accounts with loan shortfall and margin call status Collaboration - Work closely with internal teams, including product specialists and operations, to deliver comprehensive solutions to clients. - Facilitate communication between clients and other departments within the bank. E.g. o PSC MT for cheque clearance, giro transactions, statement retrievals etc. o Credit card on application status, disputes, waivers and statement retrievals o PWOPs on cash, documentations and securities matters Sales Support - Assist in the development of new business opportunities. o To communicate with RMs on any business opportunities and reviewing client’s portfolio.

Job Responsibilities

Client Support - Assist clients with inquiries and concerns about private banking products and services. - Provide personalized service to ensure client satisfaction. Client Meetings - Prepare necessary documentation and follow up on action items prior and from the meetings. o E.g. expired documents like W8Ben, RPQ, VC form etc - attend face to face meetings with clients alongside RMs if required Account Management: - Manage and update client records, ensuring accuracy and compliance. o Change of mailing / registered address and contact details o Change of identification document o POA changes, etc - Monitor client accounts and transactions to identify opportunities and risks. o TD & loan due o Corporate Actions o Credit violations o Trade inputs, settlements and funding etc Compliance and Documentation - Ensure all client documentation meets regulatory requirements. o Account opening documents o Periodic reviews documents o Loan application and AA renewals documents o Trades taken are complete with risk mismatch mention to client and funding instruction taken from client - Assist in the preparation of compliance reports and audits. o Documents or information required from compliance / auditors Monitoring and Reporting - Support the monitoring of client accounts and transactions, ensuring compliance with internal and external regulations. o Check to ensure there is funding for all investments o TDs and loans are renewed timely o Assist RM to follow up on accounts with loan shortfall and margin call status Collaboration - Work closely with internal teams, including product specialists and operations, to deliver comprehensive solutions to clients. - Facilitate communication between clients and other departments within the bank. E.g. o PSC MT for cheque clearance, giro transactions, statement retrievals etc. o Credit card on application status, disputes, waivers and statement retrievals o PWOPs on cash, documentations and securities matters Sales Support - Assist in the development of new business opportunities. o To communicate with RMs on any business opportunities and reviewing client’s portfolio.

Job Skills

• Good-interpersonal-skills
• Good-communication-skills

Job Requirements

• Degree holder
• At least 3 years of experience in similar field of supporting RMs in wealth management segments
• Customer fronting, good interpersonal skills, attention to detail and ability to work in a team.
• Those with CMFAS and CACS papers preferred