Management Associate Consultant

Job Description:

• Build and maintain relationships with Ultra High Net Worth (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 ringfencing and risk mitigation strategies
• Any other ad-hoc assigned

Requirements:

• 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.

• Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.

• Bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field.

• Proficiency in spoken and written Mandarin is highly advantageous to facilitate communication and liaise with Mandarin-speaking stakeholders and business partners from China.