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.