AVP - Private Wealth Assistant Relationship Manager (NRI) - SMBC

Company : Sumitomo Mitsui Banking Corporation

Job Description - AVP - Private Wealth Assistant Relationship Manager (NRI) - SMBC

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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AVP - Private Wealth Assistant Relationship Manager (NRI) - SMBC

Job Description - AVP - Private Wealth Assistant Relationship Manager (NRI) - SMBC

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