International Private Bank, UHNW Client Advisor, China Team - VP

Aumni; Worcester (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

TwinThread is seeking an experienced professional in wealth management to develop client relationships and provide customized investment solutions. With a focus on client acquisition and stakeholder engagement, the successful candidate will collaborate with internal teams and serve as a strategic advisor. Requirements include a Bachelor's degree and a minimum of 7 years in the field. The position offers an opportunity to work in a diverse and inclusive environment, contributing to the firm's success.

Qualifications

• Minimum of 7 years' experience in wealth management.
• Strong track record in client acquisition and stakeholder engagement.
• Outstanding communication and interpersonal skills.

Responsibilities

• Develop and strengthen client relationships in wealth management.
• Collaborate to manage customized investment solutions.
• Serve as a strategic advisor with market insights.

Skills

Wealth management experience

Client acquisition

Stakeholder engagement

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree

Job description

Key Responsibilities

• Develop, nurture, and strengthen enduring client relationships by leveraging industry networks and consistently providing exceptional service across all facets of wealth management.
• Collaborate with investment specialists and internal partners to design, implement, and manage customized investment and wealth solutions aligned with each China client’s financial goals and risk appetite.
• Serve as a strategic advisor, offering clients actionable market insights, conducting portfolio reviews, and presenting multi-asset investment opportunities, while proactively identifying and pursuing new business opportunities.
• Oversee seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and the coordination of client meetings and transactional activities.
• Partner with cross-functional teams to ensure strict compliance with regulatory standards, risk management protocols, and internal governance policies, maintaining the highest standards of professional integrity.
• Monitor and analyze client portfolios, Assets Under Management (AUM), and revenue metrics using advanced internal systems to support data‑driven decision‑making.
• Drive commercial growth by expanding the client base through targeted networking, cross‑selling initiatives, and the delivery of comprehensive family office solutions.

Required Qualifications & Skills

• Bachelor’s degree or equivalent, with a minimum of 7 years’ experience in wealth management, demonstrating a strong track record in client acquisition and stakeholder engagement.
• Outstanding communication and interpersonal skills, with the ability to influence and build consensus among clients and internal teams.
• Excellent organizational and prioritization abilities, operating with a high level of integrity and risk awareness.
• Collaborative team player, skilled at working across multiple business lines and engaging with senior leadership.

Preferred Qualifications & Skills

• Prior experience at a leading wealth management or private banking institution, with direct responsibility for client relationship management.
• Comprehensive understanding of private banking regulatory frameworks and control environments, with proven ability to manage client accounts in accordance with industry best practices.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.