AVP - Private Wealth Assistant Relationship Manager (NRI)

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