Wealth Structuring & Investment Associate

At Treasure Well, our Associates are instrumental in delivering strategic wealth structuring and investment solutions for an international client base, including high-net-worth individuals (HNWIs), family offices, and corporate investors. Our firm’s growth reflects our commitment to fostering talent and rewarding expertise, offering Associates the opportunity to develop industry-leading knowledge and work on high-value cross-border transactions.

As part of the Wealth Advisory & Structuring team, you will specialize in designing, implementing, and managing tailored asset protection frameworks, ensuring clients' long-term financial security and regulatory compliance.

Key Responsibilities

• Advisory & Structuring – Develop customized wealth structuring strategies, including trusts, foundations, and offshore entities.

• Asset Protection & Tax Efficiency – Design multi-jurisdictional structures that align with regulatory requirements and tax planning objectives.

• Investment Research & Strategy – Analyze emerging investment trends to provide data-driven insights for wealth preservation and expansion.

• Client Relationship Management – Serve as a trusted advisor to HNW clients, family offices, and institutional investors, delivering strategic financial solutions.

• Regulatory Compliance & Risk Management – Collaborate with legal and tax teams to ensure wealth structures remain compliant with evolving regulations.

• Business Development & Thought Leadership – Engage in market research, industry events, and cross-border initiatives to support client acquisition and firm growth.

Required skills and Expertise

• 2-5 years of relevant experience in wealth advisory, private banking, investment structuring, or estate planning.

• Strong knowledge of international tax planning, trust structures, and regulatory frameworks.

• Excellent analytical, financial modeling, and problem-solving skills.

• Experience advising HNWIs, family offices, and institutional investors.

• Ability to manage complex cross-border financial transactions.

• Exceptional communication, presentation, and negotiation skills.

Benefits

• Competitive salary + discretionary bonus structure

• Hybrid working model (up to 50% remote)

• Professional development programs & mentorship opportunities

• International exposure and career mobility within 50+ jurisdictions

• Comprehensive private health insurance & wellness initiatives

• Global networking & high-profile client interactions

About Treasure Well

At Treasure Well, we specialize in providing strategic advisory services across wealth structuring, tax optimization, investment migration, and regulatory compliance. Our firm is built on a foundation of precision, foresight, and discretion, ensuring that our clients—high-net-worth individuals (HNWIs), family offices, global investors, and corporate entities—navigate complex international landscapes with confidence.

We understand that in an evolving global economy, financial structures, regulatory requirements, and wealth protection strategies must be carefully designed to withstand change. Our multidisciplinary expertise allows us to craft tailored solutions that address the legal, financial, and strategic needs of our clients, ensuring compliance while maximizing opportunities for sustainable growth.

With a presence in key financial jurisdictions worldwide, Treasure Well delivers a global perspective with local insight. Our team of experienced professionals, drawn from diverse backgrounds in finance, law, and international taxation, collaborates to offer a seamless, high-value service.

At the core of our approach is a commitment to:

• Bespoke Solutions – No two clients are the same, and our strategies reflect the uniqueness of their objectives.

• Regulatory Precision – We ensure that all structuring and advisory services meet global legal and compliance standards.

• Strategic Growth – Our focus extends beyond today’s challenges to help our clients prepare for long-term financial security.

At Treasure Well, we don’t just advise—we shape the future of wealth, mobility, and regulatory excellence.