Associate Management Consultant

Role Overview

We are looking for a motivated and personable Management Associate Consultant to join our Private Wealth division. This position involves working intimately with Ultra High Net Worth (UHNW) individuals and their businesses to deliver customized wealth and investment strategies. The role offers comprehensive professional growth through close mentorship, a detailed training regimen, and hands-on exposure to private banking and corporate consultancy, aiming to accelerate career progression to senior consultant levels.

Key Responsibilities

• Develop and sustain relationships with UHNW clients and their enterprises
• Deliver tailored investment counsel and oversee discretionary portfolio management
• Coordinate with private banking institutions to enhance client solutions
• Establish and advise on Single and Multi Family Offices
• Strategize for wealth transfer across generations
• Provide specialized high-net-worth insurance products
• Support trust setup, buy-sell agreements, and tax efficiency initiatives
• Implement asset protection and risk reduction approaches
• Execute additional duties as required

What We Provide

• One-on-one mentorship from senior experts for skill and career development
• Comprehensive and frequent training sessions to deepen technical expertise
• Access to extensive financial products and networks spanning private banking and insurance sectors
• Client acquisition support through a dedicated third-party lead generation team
• Networking events designed to help you cultivate client relationships and referrals
• Exposure to high-level private banking advisory and corporate consultancy projects
• Opportunities for broader industry involvement compared to narrow-focus roles
• Coverage of all licensing fees and provision of study materials for required certifications
• Transparent and meritocratic advancement opportunities

Candidate Requirements

• Bachelor's degree in Finance, Business, Economics, Mathematics, or related disciplines
• Experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is beneficial
• Strong communication skills with the capacity to articulate ideas effectively to varied audiences
• Exceptional attention to detail and accuracy
• Demonstrated ability to achieve outcomes independently as well as collaboratively
• Proficiency in both spoken and written Mandarin is advantageous to engage with Mandarin-speaking clients and partners