Associate Consultant Management – Private Wealth

About the role

A Private Wealth practice is seeking a driven and personable Management Associate Consultant to work closely with Ultra High Net Worth (UHNW) individuals and their businesses. The role delivers bespoke wealth and investment solutions while building the technical and relationship-management skills needed for a long-term career in private wealth consultancy. It includes structured, hands-on development with one-to-one mentorship, a rigorous training curriculum and exposure to both private banking and corporate consultancy work.

Key responsibilities

• Build and maintain relationships with UHNW individuals and their businesses
• Provide bespoke investment advice and manage discretionary portfolios
• Liaise with private banks to optimise 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 optimisation strategies
• Implement asset ring-fencing and risk mitigation strategies
• Carry out any other ad-hoc duties as assigned

Required profile

• 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 and 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 is preferred

What we offer

• Dedicated one-to-one mentorship from senior consultants
• Structured training programme with frequent sessions
• Broad product shelf and network access across private banking and insurance partners
• Dedicated client acquisition support, with a third party sourcing and qualifying leads
• Networking events to build your own client and referral base
• Exposure at private banking level and across private wealth and corporate consultancy
• Full licence fee reimbursement and study materials for required certifications
• Merit-based career progression pathway