AVP - Private Wealth Assistant Relationship Manager
At a glance
Mid-level Account Management role at Sumitomo Mitsui Banking Corporation. Singapore.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Support Relationship Managers and lead ARMs with transactions, onboarding, account changes, offboarding, and related client work
- Respond to client questions and coordinate the internal or external actions needed to resolve them
- Prioritize onboarding and account-refresh work while keeping information accurate and moving on time
- Maintain client data in CRM systems and apply controls across processes owned by the ARMs
- Work with investment, product, and operations teams to improve service and support process changes
What you bring
- A bachelor's degree in finance, business, economics, law, or a related discipline
- At least five years in banking, wealth management, or financial services
- Required CACS certifications, such as CACS 1 or 2, alongside familiarity with compliance processes
- Working knowledge of financial products, market dynamics, Microsoft Office, and CRM tools
Who this fits
You’ll suit a client-focused banking professional who can manage several detailed account activities while communicating clearly with clients and internal teams. The role involves people leadership experience, strong teamwork, analytical problem-solving, and careful handling of regulatory, Suitability, Tax, KYC, and AML requirements. English proficiency is required, and another language is advantageous. It is based in Singapore.
From the employer
The Private Wealth Assistant Relationship Manager will support PWG in delivering exceptional client onboarding and account life cycle service to high-net-worth clients. You will handle client account transactional support and support (as necessary), new account onboarding and account maintenance activities.
Role Summary:
The Private Wealth Assistant Relationship Manager will support PWG in delivering exceptional client onboarding and account life cycle service to high-net-worth clients. You will handle client account transactional support and support (as necessary), new account onboarding and account maintenance activities.
Key Responsibilities:
- Assist PWG front office (Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks.
- Respond promptly to client queries and coordinate appropriate internal / external follow-ups.
- Support client onboarding pipeline prioritization, ensuring timely and accurate information sharing key to execution of client onboarding and account refresh activity
- Help identify process efficiency opportunities and assist in change initiatives.
- Adhere and comply with key controls for processes owned by the ARMs
- Ensure compliance with regulatory, Suitability, Tax, KYC, and AML requirements.
- Maintain updated client records and manage information in CRM systems.
- Collaborate with internal teams such as investment, product, and operations to deliver seamless client service.
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, Law or related field.
- At least 5 years of experience in banking, wealth management, or financial services.
- Good understanding of financial products and market dynamics.
- Strong organizational skills with attention to detail.
- Excellent communication and interpersonal abilities.
- Familiarity with regulatory standards and compliance processes.
- Proficiency in Microsoft Office and CRM tools.
- Proficiency English and any other language is advantageous
- Relevant certifications (e.g. CACS 1, 2 etc) are required.
Skills & Attributes:
- Client-focused with a proactive mindset
- Ability to manage multiple tasks efficiently
- People Leadership Experience
- Strong teamwork and collaboration skills
- Analytical and problem-solving capabilities
- High integrity and professionalism
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