AVP - Private Wealth Assistant Relationship Manager (NRI) - SMBC
Core
Support Private Wealth Group in delivering client onboarding, account lifecycle service, and transactional support to high-net-worth clients.
Role type
Senior IC Private Wealth Assistant Relationship Manager
Builds
Client accounts and onboarding pipelines for high-net-worth individuals
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client onboarding, account maintenance, transactional support, regulatory compliance (KYC/AML/Tax), CRM management, process improvement
Preferred skills
People leadership, change management
Technologies
Microsoft Office, CRM systems