Client Relationship Associate

Job Summary

As a Client Relationship Associate at Maybank in Singapore, you will provide dedicated support to private banking clients, ensuring their inquiries and concerns are addressed with personalized service. You will assist relationship managers (RMs) in managing client relationships, preparing key documentation, and maintaining compliances to deliver seamless client experiences.

Key Responsibilities

• Assist clients by responding to their questions and concerns regarding private banking products and services, ensuring tailored support for client satisfaction.
• Prepare and manage documentation preceding and following client meetings, including tracking expiry of important documents such as W8Ben, RPQ, and VC forms; accompany RMs to in-person client meetings when necessary.
• Maintain and update client accounts accurately, including changes in mailing addresses, identification documents, and power of attorney details, while monitoring transactions to identify potential opportunities or risks such as term deposits (TD), loans, corporate actions, credit violations, and trade settlements.
• Ensure all client documentation conforms to regulatory standards, including account opening forms, periodic reviews, loan applications, and renewals. Facilitate communication of trade risk mismatches and confirmation of funding instructions.
• Support the generation of compliance reports and audits by providing required documents and information.
• Monitor client accounts to confirm availability of funds for investments, timely renewal of TDs and loans, and assist RMs in tracking loan shortfalls and margin calls.
• Collaborate extensively with internal teams—product specialists, operations, credit card, payment services, and others—to coordinate client service processes and resolve issues pertaining to cheque clearance, payment transactions, disputes, and document retrievals.
• Aid in identifying and communicating new business opportunities to RMs by reviewing client portfolios and providing insights to support sales growth.

Candidate Profile and Requirements

• Degree holder with at least 3 years’ experience in roles supporting Relationship Managers within wealth management or private banking environments.
• Strong interpersonal and communication skills, customer-facing experience with attention to detail and the ability to collaborate effectively within teams.
• Preference given to candidates possessing CMFAS and CACS certifications.

Skills Required

• Excellent interpersonal communication
• Client relationship management
• Documentation and compliance knowledge
• Account and transaction monitoring
• Collaboration across teams and departments
• Sales support and business opportunity identification