Private Wealth Onboarding & Client Experience Lead

Sumitomo Mitsui Banking Corporation; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

Sumitomo Mitsui Banking Corporation in Singapore seeks an experienced Private Wealth Assistant Relationship Manager to support onboarding and lifecycle services for high-net-worth clients. You will coordinate onboarding, account setup/maintenance, and lifecycle activities across PWG teams to ensure a seamless client experience.

Key requirements include a Bachelor's degree in Finance/Business/Economics/Law, 7–10 years in banking or wealth management, fluency in English and Mandarin, and

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• At least 7-10 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 Mandarin required due to the role’s need to communicate effectively with clients who speak these languages.
• Relevant certifications (e.g. CACS 1, 2) are advantageous.

Responsibilities

• Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead, including onboarding, setup/maintenance, and offboarding.
• Prepare, maintain, and organize client lifecycle management materials (training, checklist, guidelines), contributing also to NPC proposals, and ad-hoc information requests.
• Respond promptly to client queries and coordinate internal / external follow-ups.
• Support client onboarding pipeline prioritization, ensuring timely and accurate execution of client onboarding and account refresh activity
• Help identify process efficiency opportunities and assist in change initiatives.
• Develop, implement, and monitor key controls for processes owned by the ARMs and the Client Onboarding and Lifecycle Management teams
• Ensure compliance with regulatory requirements, Suitability, Tax, KYC, and AML checks.
• 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.
• Assist in planning and coordinating intra and cross departmental training regarding Client Onboarding and Lifecycle Management requirements

Skills

Client-focused

Multitasking

People leadership

Teamwork & collaboration

Analytical & problem-solving

Integrity & professionalism

Education

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

Tools

MS Office

CRM tools

Job description

Sumitomo Mitsui Banking Corporation in Singapore seeks an experienced Private Wealth Assistant Relationship Manager to support onboarding and lifecycle services for high-net-worth clients. You will coordinate onboarding, account setup/maintenance, and lifecycle activities across PWG teams to ensure a seamless client experience.

Key requirements include a Bachelor's degree in Finance/Business/Economics/Law, 7–10 years in banking or wealth management, fluency in English and Mandarin, and