Assistant Client Advisor, EAM

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, d...