Hiring: Associate Wealth Management Client Management Operations Qualification: Graduate Work Mode: Hybrid Shift: Rotational

Job Description
We are looking for an Associate to join our Wealth Management Client Management Operations team. The role involves supporting client onboarding, account maintenance, client data management, and operational processes while ensuring compliance with internal policies and regulatory requirements.

Key Responsibilities
- Handle client onboarding and provide a seamless first-level service to new clients.
- Manage client data creation, updates, and maintenance with a high degree of accuracy.
- Support account opening, account closure, and static data modification requests.
- Ensure client documentation is properly maintained, scanned, and securely stored.
- Handle requests related to dormant, deceased, blocked/unblocked accounts and other banking services.
- Follow internal banking procedures, compliance guidelines, and regulatory requirements.
- Coordinate with internal stakeholders to resolve client data and onboarding-related queries.
- Ensure timely processing of requests while meeting defined SLAs and KPIs.
- Prepare daily, weekly,



and monthly operational reports for management.
- Support regional operations for Singapore (SG) and Hong Kong (HK).
- Identify operational risks, escalate issues, and contribute to process improvements. Required Skills
- Experience in Client Onboarding / Wealth Management Operations / Banking Operations.
- Knowledge of client data management, account opening, and account maintenance.
- Positive understanding of documentation, compliance, and operational controls.
- Proficiency in MS Excel and basic MS Office applications. Preferred Candidate Profile
- Candidates with experience in Wealth Management, Private Banking, Client Services, or Banking Operations will be preferred.
- Exposure to client onboarding, account maintenance, static data management, and documentation processes is an advantage.
- Candidates comfortable supporting Singapore and Hong Kong regional operations. Interested candidates can share their updated CV [email protected] Please include the following details Total Experience Relevant Experience Current CTC Expected CTC Notice Period Current Location

📌 KYC Analyst Client Onboarding (Mumbai)
🏢 Kiya.ai
📍 Mumbai