Customer Service & Engagement Analyst (Contract)

Maybank Investment Banking Group; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading brokerage and investment bank seeks a dedicated customer service professional to join their team. Responsibilities include handling client enquiries, promoting investment products, and ensuring a high level of service. Candidates should hold a Bachelor's degree and have a strong interest in financial markets, with relevant experience preferred. This role offers an opportunity to contribute to a fast-paced environment within a dynamic firm.

Qualifications

• Minimum 1-2 years experience in customer service or account management.
• Relevant CMFAS Licenses (1A, 1B, 2A, 5, 6, 6A) preferred.

Responsibilities

• Handle enquiries and provide high service levels to clients.
• Monitor communication channels and educate clients on investment products.
• Assist in resolving customer complaints efficiently.

Skills

Interpersonal skills

Communication skills

Time management

Proactive mindset

Education

Bachelor’s degree in Banking and Finance or Economics

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

• Handle enquiries relating to Maybank Securities accounts and provide high level of service to clients.
• Monitor all inbound communication channels including WhatsApp, email and phone to ensure timely response to clients.
• Where appropriate, educate the client base on a range of investment products and our services.
• Recognize recurring issues or feedback patterns to help improve products, services, or processes.
• Handle customer complaints and queries efficiently, aiming for a quick resolution to ensure customer satisfaction and loyalty.
• Work with internal departments (e.g., custody, credit, finance etc.) to resolve issues and deliver seamless customer experiences.
• Identify opportunities to promote products or services aligned with customer needs and company objectives.
• Maintain a positive attitude, strong communication skills, and the ability to manage time effectively in a fast-paced environment.
• Pass contact information and insights from top-tier clients to Relationship Managers (RMs) for follow-up and personalized service.
• Assist sales with the on boarding process from time-to-time.
• Work with compliance to ensure we are meeting regulatory requirements and assists with gathering information from clients where necessary (such as name screening exercises and other checks).
• Manage any additional day-to-day tasks that arise, such as assisting with special projects or addressing operational needs.
• Champion the company’s values by promoting desired vision, attitude and culture.

Requirements

• Bachelor’s degree in a related field (e.g. Banking and Finance, Economics etc.).
• Minimum 1-2 years of experience in customer service, relationship or account management, preferably within a related industry.
• 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.
• Relevant CMFAS Licenses is preferred (e.g. 1A, 1B, 2A, 5, 6 and 6A)

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