Sumit Chaturvedi

Sumit Chaturvedi has extensive work experience in the banking and wealth management industry. Sumit started their career in 2002 as a Relationship Manager at Citibank NA, where they served until 2006. During this time, they cultivated and managed new and existing client relationships of high-net-worth individuals and their businesses. Sumit identified financial needs and developed customized plans for each relationship, offering a range of services such as investment management, estate/legacy planning, and personal banking products.

In 2006, Chaturvedi joined Citibank Singapore Ltd as an Assistant Vice President, where they continued to serve high-net-worth individuals through similar services and responsibilities. Sumit actively coordinated events and seminars for new business development. Sumit remained with Citibank Singapore Ltd until 2012.

After leaving Citibank Singapore Ltd, Chaturvedi joined ANZ as the Team Head of NRI Business in 2012. Sumit managed and led a team in serving non-resident Indian clients, providing them with personalized financial solutions.

In 2017, Chaturvedi moved to Bank J. Safra Sarasin Ltd as an Executive Director. Sumit held this position until 2018, when they joined Indosuez Wealth Management as the Director of Family Office and Direct Client UHNW.

From 1993 to 1996, Sumit Chaturvedi attended Lucknow University, where they pursued a Master of Management Science degree.