Management Associate / Trainee (Full Time / Part Time)

Job Overview:

At Wisdom Family Office, we value diversity and a collaborative spirit. This role offers an exciting opportunity for a driven and ambitious individual to start their career journey within the all-rounded family office exposure such as PEs, professionals, bankers and entrepreneurs. As a Management Associate, you will be developed as a professional and fostered under a rewarding work environment.

Join us in making a difference in the lives of our esteemed client families while developing your skills and expertise in the dynamic world of family office management.

Responsibilities:

Exposure to Diverse Asset Classes from a Buy-side Perspective: Gain valuable insights into various asset classes and markets including funds, private equity, structured products and secondary market instruments.

Wealth Management Support: Support our relationship managers in conducting research and analysis to assist in developing comprehensive wealth management strategies for client families. Assisting in account and portfolio management related operations.

Client Services and Confidentiality: Assist in addressing client inquiries, preparing reports, and maintaining client records with the utmost confidentiality.

Involvement in Special Projects: Work on projects and initiatives across different departments within the family office, gaining hands-on experience in various aspects of the business. Including:

• Conducting industry research, commercial diligence and financial analysis. Screening products and recommending potentially suitable products to the stakeholders.
• Drafting, optimizing and preparing corporate decks for stakeholder presentations.
• Collaborating with compliance team on investment structure, contract and agreements negotiation.
• Performing other ad-hoc duties as assigned.

Lead the FOAHK Case Competition: Lead the end-to-end planning and execution of the upcoming Family Office Association Hong Kong (FOAHK) Case Competition.

Requirements

Education Background: Bachelor’s degree or above, preferably in financial relevant majors in any discipline, with a passion for wealth management, finance, and especially Private Client Service. Relevant internship experience in related fields will be an advantage.

Language Proficiency: Strong verbal and written communication skills in English and Chinese are required, as the role involves communicating with English and Chinese-speaking clients, reviewing bilingual documents, and coordinating with stakeholders across different regions.

A proactive and eager learner, willing to take on challenges and grow within the family office industry.

Solid knowledge of financial products and financial markets, or related areas preferred.

Detail-oriented and ability to manage competing priorities. Strong analytical and problem-solving skills, with the ability to think critically and creatively.

Excellent communication, presentation and interpersonal skills to build positive relationships with clients and colleagues.

Skills: Proficient in Microsoft PowerPoint, Excel, and Word, familiarity with Financial Database or one coding language is a plus.

Work Arrangement: Final-year university students who can commit to at least 3 full working days per week are welcome to start in a part-time role.