Vice President - Private Wealth Assistant Relationship Manager - SMBC
Core
Support Private Wealth Group in delivering client onboarding, account lifecycle management, and transactional support to high-net-worth clients.
Role type
Senior IC Private Wealth Assistant Relationship Manager
Builds
Client onboarding pipelines, account maintenance, and lifecycle management materials
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Client onboarding, account lifecycle management, KYC/AML compliance, CRM management, regulatory data administration, process efficiency improvement, cross-functional collaboration
Preferred skills
CACS 1/2 certification, change initiative leadership
Technologies
Microsoft Office, CRM systems
Responsibilities
Coordinate client onboarding and account setup/maintenance with front office teams; Prepare and maintain client lifecycle management materials and guidelines; Respond to client queries and coordinate internal/external follow-ups; Monitor key controls for ARM and onboarding team processes; Ensure compliance with regulatory, suitability, tax, KYC, and AML requirements; Maintain updated client records in CRM systems; Collaborate with investment, product, and operations teams; Plan and coordinate intra/cross-departmental training on onboarding requirements