Management Associate Consultant

About the job

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