Vice President - Private Wealth Assistant Relationship Manager

SMBC Group; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

SMBC Group in Singapore seeks an experienced professional to assist PWG front office and lead ARMs in transactional activity, onboarding, and lifecycle management, coordinating onboarding with the Lead.

You will maintain client records, respond to queries, and collaborate with investment, product and operations teams to deliver seamless client service while ensuring regulatory and AML checks are satisfied.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Law or related field.
• 7–10 years of experience in banking, wealth management, or financial services.
• Strong understanding of financial products and market dynamics.
• Excellent communication and interpersonal abilities.
• Fluency in English and Mandarin is required.

Responsibilities

• Assist PWG front office and lead ARMs in onboarding, transactions, account setup/maintenance, and offboarding.
• Coordinate onboarding activity centrally with the Client Onboarding and Lifecycle Management Lead.
• Respond promptly to client queries and coordinate follow-ups.
• Support onboarding pipeline prioritization and timely account refresh activities.
• Collaborate with internal teams to deliver seamless client service.

Skills

Client focus

Multitasking

People leadership

Teamwork

Analytical thinking

Integrity

Education

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

Tools

CRM tools

Microsoft Office

Job description

• Assist PWG front office (Relationship Managers and Assistant Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks. Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead
• 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

Key Responsibilities:

• Assist PWG front office (Relationship Managers and Assistant Relationship Managers) and lead Assistant Relationship Managers (ARMs) re, transactional activity, client onboarding, account setup/maintenance, client offboarding and related tasks. Coordinate onboarding activity centrally together with the Client Onboarding and Lifecycle Management Lead
• 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

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.

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