Associate Consultant Management

About the Role

We are seeking a driven and personable Management Associate Consultant to join our Private Wealth practice. You will work closely with Ultra High Net Worth (UHNW) individuals and their businesses, delivering bespoke wealth and investment solutions while building the technical and relationship-management skills needed for a long-term career in private wealth consultancy.This role offers structured, hands-on development, including one-to-one mentorship, a rigorous training curriculum, and direct exposure to both private banking and corporate consultancy work - designed to fast-track your growth into a senior consultant.

Job Description:

• Build and maintain relationships with UHNW individuals and their businesses
• Provide bespoke investment advice and manage discretionary portfolios
• Liaise with private banks to optimize client solutions
• Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs)
• Offer strategic planning for generational wealth transfer
• Deliver high-net-worth insurance solutions tailored to client needs
• Assist with trust structures, buy-sell agreements, and tax optimization strategies
• Implement asset ring-fencing and risk mitigation strategies
• Any other ad-hoc duties as assigned

What We Offer:

• Dedicated 1-to-1 mentorship from senior consultants to guide your development
• Structured training program, with sessions held frequently to build technical depth
• Broad product shelf and network access across private banking and insurance partners
• Dedicated client acquisition support; a third-party team sources and qualifies leads on your behalf
• Curated networking events to help you build your own client and referral base
• Exposure at a private banking level, working alongside high-operating-level consultancy and deals
• Broader market exposure across both private wealth and corporate consultancy, versus a narrower scope elsewhere in the industry
• Full licence fee reimbursement and study materials provided for all required certifications
• Clear, merit-based career progression pathway

Requirements:

• Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field
• Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage
• Excellent interpersonal skills with the ability to convey information clearly to diverse stakeholders
• High level of accuracy and meticulous attention to detail
• Proven ability to drive results independently while collaborating effectively within a team
• Proficiency in spoken and written Mandarin would be preferred to facilitate communication with Mandarin-speaking stakeholders and business partners from China