Associate, Private Clients

6 days ago

Singapore EIGHTSTONE PTE. LTD. Full time

We are looking for a **highly motivated Investment Specialist**to join our front office support team and act as a key bridge between our **Investment Team**and **Relationship Managers**. This role is central to ensuring our predominantly French-speaking client base receives seamless, insightful, and high-touch investment support.

This is an excellent opportunity for someone with experience in private banking or asset management who enjoys both client proximity and working cross-functionally across the front office and investment advisory functions.
- Act as the first line of investment support to Relationship Managers in client interactions
- Translate investment ideas and strategies into client-relevant language and presentation materials
- Liaise with the Investment Team to stay up to date on market views, model portfolios, and house recommendations
- Prepare pitch decks, client proposals, investment reports, and performance reviews
- Support Relationship Managers in investment-related client meetings and follow-ups
- Consolidate product information and due diligence documents
- Work with the middle office to ensure smooth onboarding and transaction flows where necessary

**Requirements**:

- **Native-level French speaker**(spoken and written) - essential to serve our French client base
- **Minimum 2 years’ experience**in private banking and/or asset management
- Excellent command of **Excel and PowerPoint**:

- Strong interpersonal and communication skills; able to collaborate across teams and work independently
- Bachelor’s degree in Finance, Economics, Wealth Management, or a related field
- Client-oriented mindset with a passion for investment solutions

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