Management Consultant Associate

Role Overview

We are looking for a motivated and engaging Management Associate Consultant to become an integral part of our Private Wealth practice. This position involves working closely with Ultra High Net Worth (UHNW) individuals and their enterprises, providing tailored wealth management and investment solutions. The role is structured to build both technical expertise and relationship management capabilities, supporting a long-term career in private wealth consulting.

Key Responsibilities

• Develop and sustain strong relationships with UHNW clients and their family or business entities
• Deliver personalized investment recommendations and oversee discretionary portfolio management
• Collaborate with private banking institutions to enhance client financial outcomes
• Setup and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs)
• Support strategic planning related to wealth transfer across generations
• Provide customized high-net-worth insurance solutions aligned with client needs
• Assist in structuring trusts, buy-sell agreements, and optimizing tax strategies
• Design and implement strategies for asset protection and risk management
• Undertake other assigned duties as required

What We Provide

• Personalized mentorship from experienced senior consultants to foster professional growth
• A comprehensive and frequent training curriculum to deepen technical knowledge
• Access to a wide range of products and an extensive network within private banking and insurance sectors
• Support from a dedicated client acquisition team that sources and vets leads for you
• Organised networking events facilitating the expansion of your client and referral network
• Opportunity to work at a private banking level alongside high-level consultancy and transactional activities
• Exposure to a broad market spectrum in private wealth and corporate consultancy, offering more expansive experience than typical industry roles
• Full reimbursement for licensing fees and provision of study materials for required certifications
• A transparent and merit-based pathway for advancement within the company

Candidate Requirements

• Possess a bachelor's degree in Finance, Business, Economics, Mathematics, or a related discipline
• Previous experience in management consulting, banking, finance, asset management, trusts, or insurance is beneficial
• Strong communication and interpersonal skills with an ability to connect effectively with varied stakeholders
• Exceptional attention to detail and accuracy in work
• Demonstrated capacity to independently achieve goals while working collaboratively in a team setting
• Capability in spoken and written Mandarin is preferred to aid communication with Mandarin-speaking clients and partners, especially from China