Executive Director, Taiwan Wealth Advisory

Aumni; Worcester (MA); On-site; USD 100,000 - 150,000; Full time

Job summary

TwinThread is seeking an experienced Senior Wealth Advisor in Worcester, Massachusetts, to enhance our Private Bank's value proposition by guiding clients through various wealth-related aspects such as tax and estate planning. The ideal candidate will have over 10 years of experience in taxation and project management.

Responsibilities include identifying client needs, facilitating solutions with partners, and managing complex structuring projects. Proficiency in Mandarin or Cantonese is a plus. We pride ourselves on fostering a diverse and inclusive work environment.

Qualifications

• 10+ years of experience in taxation, estate planning, trusts, and transactions.
• Ability to manage large and complex structuring projects.
• Excellent interpersonal and client relationship skills.

Responsibilities

• Enhance the value proposition of the Private Bank.
• Identify and articulate client needs effectively.
• Facilitate solutions with internal and external partners.

Skills

Client relationship building

Taxation expertise

Estate planning

Cross-border planning

Project management

Education

Degree in law, tax or accounting

Job description

TwinThread is seeking an experienced Senior Wealth Advisor in Worcester, Massachusetts, to enhance our Private Bank's value proposition by guiding clients through various wealth-related aspects such as tax and estate planning. The ideal candidate will have over 10 years of experience in taxation and project management.

Responsibilities include identifying client needs, facilitating solutions with partners, and managing complex structuring projects. Proficiency in Mandarin or Cantonese is a plus. We pride ourselves on fostering a diverse and inclusive work environment.