StriveX is partnering with a newly setup External Asset Management (EAM) to look for an Assistant Client Advisor to join their team.
The Assistant Client Advisor supports Relationship Managers in managing client relationships for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The role focuses on client servicing, investment support, execution, and regulatory documentation, ensuring high-quality delivery and compliance within a Singapore-regulated EAM environment
Responsibilities:
Client Service & Relationship Support
- Serve as the primary point of contact for day-to-day client inquiries, account maintenance, and service requests.
- Preparing meeting materials, and customized reports.
- Ensure timely execution of client instructions including payments, transfers and account updates.
Client Onboarding & Documentation
- Manage end-to-end client onboarding processes, including KYC collection, due diligence checks, and account opening documentation.
- Ensure all client files are accurate, complete, and compliant with regulatory and internal policies.
- Coordinate with Compliance, Legal, and Operations teams to resolve documentation or onboarding issues promptly.
Portfolio & Transaction Support
- Support monitoring of client portfolios, investment allocations, and product maturity schedules.
- Facilitate execution of investment transactions by coordinating with product specialists and dealing desks.
- Assist in periodic reviews, alerts, and remediation tasks related to AML, KYC, and transaction monitoring.
Requirements:
- Bachelor's degree in Finance, Business Administration, Banking, or related field.
- At least 3 years of experience in private banking, EAM, family office or financial services preferred.
- CACS 1 and 2 certifications
- Understanding of banking products, investment instruments, and account operations.
- Experience with KYC, AML, and regulatory processes is a plus.
- Excellent communication and client-service skills.
- Strong organizational abilities, attention to detail, and ability to handle multiple priorities.
- High integrity, discretion, and professionalism when handling confidential client information.
- Ability to work independently and collaboratively in a new setup environment.
Please reach out to Angel Fu at [Confidential Information] for a confidential discussion.
Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.
EA Licence No : 23S2077
Registration No : R1983939
