AVP - Private Wealth Assistant Relationship Manager (NRI)

Sumitomo Mitsui Banking Corporation; Singapore; On-site; SGD 55,000 - 90,000; Full time

Job summary

Sumitomo Mitsui Banking Corporation in Singapore invites applications for the Private Wealth Assistant Relationship Manager role. You will support PWG with onboarding, account lifecycle services, and coordination across investment, product and operations teams to deliver seamless client service.

Key requirements include a Bachelor's degree in Finance/Business/Economics/Law, 5–7 years in banking or wealth management, strong communication in English and Hindi, familiarity with

Qualifications

• Bachelor's degree in Finance, Business, Economics, Law or related field.
• 5–7 years of experience in banking, wealth management or financial services.
• Familiarity with regulatory standards, compliance processes, KYC/AML.
• Proficiency in MS Office and CRM systems.

Responsibilities

• Assist front office and ARMs with transactional activity, onboarding, and account maintenance.
• Respond to client queries and coordinate follow-ups.
• Support onboarding pipeline prioritization with timely information sharing.
• Identify process efficiency opportunities and assist in change initiatives.
• Adhere to controls for ARM-owned processes.
• Ensure compliance with regulatory, Suitability, Tax, KYC, and AML requirements.
• Maintain updated client records in CRM and collaborate with internal teams.

Skills

Client-focused

Proactive mindset

Multitasking

People leadership experience

Teamwork & collaboration

Analytical problem-solving

Integrity & professionalism

Education

Bachelor's degree in Finance/Business/Economics/Law

Tools

Microsoft Office

CRM tools

Job description

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