Family Office Assistant - Private Banking Relationship Support

Eightstone; Singapore; On-site; SGD 60,000 - 120,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client onboarding

Account administration

Transaction processing

Customer service

Communication

Education

Finance degree

Wealth management diploma

Job description

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.