- Singapore
全职 AVP - Private Wealth Assistant Relationship Manager 工作, 薪水, Sumitomo Group 公司招聘中 - Ricebowl
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岗位职责
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.
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 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.
- Proficiency English and any other language is advantageous
- 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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