Client Relationship Associate

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

Job summary

Maybank is seeking a Client Support professional for its Wealth Management division in Singapore. You will assist private banking clients with inquiries, prepare for client meetings, and coordinate with RMs and internal teams to ensure accurate records and compliant documentation.

Your role includes monitoring accounts, processing changes, and supporting periodic reviews and regulatory audits to ensure service quality and risk controls.

Qualifications

• Degree holder with relevant qualification in banking or finance.
• At least 3 years of experience in a similar field supporting RMs in wealth management.
• CMFAS and CACS papers preferred.
• Customer-facing experience and good interpersonal skills required.

Responsibilities

• Client Support: assist clients with inquiries about private banking products and services.
• Client Meetings: prepare documentation and follow up on actions from meetings with clients.
• Account Management: manage client records, update addresses and contact details, monitor accounts for opportunities and risks.
• Compliance & Documentation: ensure documents meet regulatory requirements and assist in audits.
• Monitoring & Reporting: support monitoring of accounts and funding, ensure timely renewals and margin calls.
• Collaboration: liaise with product teams and operations to deliver solutions for clients.

Skills

Client service

Communication

Attention to detail

Teamwork

Education

Degree

Job description

Published: 19-08-2026 | Closing Date: 18-09-2026

Job Type Permanent

Manager

Qualification Degree

Banking

Sector Group Community Financial Services

Experience 3 - 5 years

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 requiredAccount Management:- Manage and update client records, ensuring accuracy and compliance.o Change of mailing / registered address and contact detailso Change of identification documento POA changes, etc- Monitor client accounts and transactions to identify opportunities and risks.o TD & loan dueo Corporate Actionso Credit violationso Trade inputs, settlements and funding etcCompliance and Documentation- Ensure all client documentation meets regulatory requirements.o Account opening documentso Periodic reviews documentso Loan application and AA renewals documentso 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 / auditorsMonitoring 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 investmentso TDs and loans are renewed timelyo Assist RM to follow up on accounts with loan shortfall and margin call statusCollaboration- 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 retrievalso PWOPs on cash, documentations and securities mattersSales 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 requiredAccount Management:- Manage and update client records, ensuring accuracy and compliance.o Change of mailing / registered address and contact detailso Change of identification documento POA changes, etc- Monitor client accounts and transactions to identify opportunities and risks.o TD & loan dueo Corporate Actionso Credit violationso Trade inputs, settlements and funding etcCompliance and Documentation- Ensure all client documentation meets regulatory requirements.o Account opening documentso Periodic reviews documentso Loan application and AA renewals documentso 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 / auditorsMonitoring 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 investmentso TDs and loans are renewed timelyo Assist RM to follow up on accounts with loan shortfall and margin call statusCollaboration- 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 retrievalso PWOPs on cash, documentations and securities mattersSales Support- Assist in the development of new business opportunities.o To communicate with RMs on any business opportunities and reviewing client’s portfolio.

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