Private Banking Client Specialist

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

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.