AVP - Private Wealth Assistant Relationship Manager (NRI)
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 with transactions, onboarding, account setup, maintenance, and client offboarding
- Respond to client questions and coordinate the internal or external follow-up needed
- Prioritize onboarding and account-refresh work while keeping information accurate and timely
- Maintain client records in CRM systems and uphold ARM process controls
- Check that onboarding and account activity meets suitability, tax, KYC, AML, and other regulatory requirements
What you bring
- A bachelor’s degree in finance, business, economics, law, or a related discipline
- Banking, wealth management, or financial-services experience spanning at least five to seven years
- Working knowledge of financial products, market dynamics, regulatory standards, and compliance procedures
- Fluency in both English and Hindi, plus proficiency with Microsoft Office and CRM tools
- Required certifications such as CACS 1 or CACS 2
Who this fits
You’ll suit a client-focused banking professional who can organize concurrent account work, communicate clearly, and maintain close attention to detail. The role calls for teamwork with investment, product, and operations groups, along with people-leadership experience and strong integrity.
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 5-7 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.
- Fluency in English and Hindi are required due to the role’s need to communicate effectively with clients who speak these languages
- 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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