Assistant Relationship Manager

Eightstone; Singapore; In loco; SGD 60.000 - 120.000; Tempo pieno

Descrizione del lavoro

Eightstone, a leading boutique wealth management firm in Singapore, seeks a Family Officer/Assistant Relationship Manager to support Relationship Managers and coordinate between clients, custodian banks and internal teams.

Role focuses on onboarding, documentation, transaction processing, reporting and day-to-day administrative support, requiring accuracy, discretion and multi-tasking in a fast-paced environment.

Competenze

• Minimum 3+ years of relevant experience in private banking or External Asset Management/ Multi Family Office environment.
• Strong organisational skills, attention to detail and ability to manage multiple tasks efficiently.
• Excellent communication and interpersonal skills.
• Good understanding of banking operations, account documentation and transaction processing.

Mansioni

• Support Relationship Managers in day-to-day management and servicing of client relationships.
• Coordinate client onboarding, account openings and maintenance of existing accounts.
• Prepare, review and process account documentation, banking forms and client instructions.
• Respond to client requests and coordinate follow-up with relevant internal and external parties.
• Process and monitor client transactions, including deposits, transfers and foreign exchange operations.

Conoscenze

Client onboarding

Account administration

Transaction processing

Customer service

Communication

Formazione

Finance degree

Wealth management diploma

Descrizione del lavoro

Family Officer/ Assistant Relationship Manager

Location: Singapore | On-Site Only | Immediate Start

Eightstone, a leading boutique wealth management firm headquartered in Singapore, is looking for a Family Officer/ Assistant Relationship Manager to join our team.

We are seeking a highly organised, detailed oriented and service-minded professional to support our Relationship Managers in delivering a seamless and personalised experience to our private clients and families.

This is an opportunity to join a dynamic team where you will gain broad exposure to wealth management operations, client servicing and day-to-day management of sophisticated clientrelationships.

About the Role

As a Family Officer, you will work closely with Relationship Managers and act as a key point of coordination between clients, custodian banks and internal teams.

You will be responsible for ensuring the smooth execution of daily client-related activities, from account opening and documentation to transaction processing, reporting and ongoing administrative support.

The role requires a high level of accuracy, responsiveness, discretion and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities

Client Relationship Support & Account Administration

• Support Relationship Managers in the day-to-day management and servicing of client relationships.
• Coordinate client onboarding, account openings and maintenance of existing accounts.
• Prepare, review and process account documentation, banking forms and client instructions.
• Respond to client requests and coordinate follow-up with relevant internal and external parties.

Banking & Transaction Coordination

• Process and monitor client transactions, including deposits, transfers and foreign exchange operations.
• Prepare and coordinate the execution of client instructions in accordance with internal procedures.
• Liaise directly with custodian banks to facilitate transactions, resolve operational matters and ensure timely execution.
• Monitor outstanding instructions and follow up to ensure accurate and efficient processing.

Reporting & Operational Support

• Assist with the preparation of client reports, account statements and other relevant documentation.
• Maintain accurate and up-to-date client records and documentation.
• Coordinate with Operations, Compliance and Investment teams to ensure smooth workflows.
• Ensure all activities are conducted in accordance with internal procedures and applicable regulatory requirements.

What We’re Looking For

Requirements

• Minimum3+ years of relevant experience in a similar role within private banking or External Asset Management/ Multi Family Office environment.
• Strong organisational skills, attention to detail and ability to manage multiple tasks efficiently.
• Excellent communication and interpersonal skills.
• Good understanding of banking operations, account documentation and transaction processing.

Preferred Qualifications

• Degree or diploma in Finance,Wealth Managementor related field.
• Familiarity with custodian banking processes and the Singapore wealth management industry.

Eligibility & Hiring Priority

We welcome applications from all qualified candidates, but priority will be given to Singapore Citizens and Permanent Residents.