Head of Client Services

Maybank Investment Banking Group; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading investment bank in Singapore seeks a senior professional to lead the Client Services team. The role involves onboarding new clients, supporting existing ones, and ensuring regulatory compliance. The ideal candidate has over 10 years of experience in financial services and strong client engagement skills. This position offers a chance to work in a dynamic team focused on continuous improvement of client support processes.

Qualifications

• Minimum 10 years of experience in financial services, operational and client facing role.
• Significant experience in onboarding clients and connecting with diverse clients.
• Strong working knowledge of FATCA, QI, CRS and AML requirements.

Responsibilities

• Responsible for client onboarding for retail, institutional, and corporate clients.
• Oversee compliance with laws and regulations related to tax.
• Drive ongoing review of clients and operational processes.

Skills

Client onboarding

People skills

Project planning

Communication

Knowledge of brokerage

Job description

About Maybank Securities

Maybank Securities is the fully owned Investment Banking arm of Maybank, one of Asia’s leading banking groups and Southeast Asia’s fourth largest bank by assets. We provide a full suite of investment banking services across the region, including securities broking, prime brokerage, and investment advisory.

Job Description

A role exists for a highly motivated, industry established, senior professional within the Client Services team where you will be leading the team. The team will be responsible for onboarding new clients, supporting existing clients and maintaining client relationships.

The candidate will have extensive interactions with clients and also with internal teams like sales, operations and technology on regular basis. Candidate will be responsible for management of the team, performing routine management functions such as training, performance planning, coaching and providing mentorship, as well as the development and delivery of training related to organizational requirements.

Responsibilities

• Responsible for the client onboarding function for retail, institutional and corporate clients for all products.
• Oversee policies, procedures and guidelines to ensure that the organization is operating in compliance with laws, regulations and regulatory guidelines pertaining to international tax compliance (E.g. FATCA, CRS, QI).
• Drive the ongoing review of clients and our operational processes (E.g. Annual KYC, QI, SIP eligibility).
• Responding to exceptions raised by clients and liaising with internal teams to resolve issues if any.
• Communicate and educate clients and internal teams in relation to regulatory and industry changes.
• Continuous improvement of the client support model, with a straight through process focus.
• Participate and manage projects and/or introduction of new initiatives and processes to delivery

Qualifications:

• Minimum 10 years of experience in financial services, operational and client facing role.
• Significant first-hand experience on onboarding of clients and connecting with a diverse set of clients.
• Excellent people skills and calm under pressure particularly with clients.
• Knowledge of the brokerage business and basic understanding of various financial products. E.g Contract for Difference, Futures & Options, Equities, Leverage FX.
• Knowledge of industry rules and regulations, as well as common industry wide business practices.
• Strong in project planning and implementation, excellent written and verbal communication skills.
• Strong working knowledge on FATCA, QI, CRS and AML requirements
• Experience in interfacing with MAS and FIDReC.

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