Associate Consultant

About the RoleWe are seeking a driven and personable 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 DescriptionBuild and maintain relationships with UHNW individuals and their businessesProvide bespoke investment advice and manage discretionary portfoliosLiaise with private banks to optimize client solutionsEstablish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs)Offer strategic planning for generational wealth transferDeliver high-net-worth insurance solutions tailored to client needsAssist with trust structures, buy-sell agreements, and tax optimization strategiesImplement asset ring-fencing and risk mitigation strategiesAny other ad-hoc duties as assignedWhat We Offer:Dedicated 1-to-1 mentorship from senior consultants to guide your developmentStructured training program, with sessions held frequently to build technical depthBroad product shelf and network access across private banking and insurance partnersDedicated client acquisition support; a third-party team sources and qualifies leads on your behalfCurated networking events to help you build your own client and referral baseExposure at a private banking level, working alongside high-operating-level consultancy and dealsBroader market exposure across both private wealth and corporate consultancy, versus a narrower scope elsewhere in the industryFull licence fee reimbursement and study materials provided for all required certificationsClear, merit-based career progression pathwayRequirements:Bachelor's degree in Finance, Business, Economics, Mathematics, or a related fieldPrior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantageExcellent interpersonal skills with the ability to convey information clearly to diverse stakeholdersHigh level of accuracy and meticulous attention to detailProven ability to drive results independently while collaborating effectively within a teamProficiency in spoken and written Mandarin would be preferred to facilitate communication with Mandarin-speaking stakeholders and business partners from China