Senior UHNW Chinese-Speaking Family Office Advisor

Glory Family Heritage; California; Presencial; USD 180.000 - 360.000; Tempo integral

Resumo da vaga

Glory Family Heritage in California seeks a Senior Wealth & Family Office Advisor to lead front-line growth in the US Chinese-speaking UHNW segment. This direct-sales role requires hunting, closing, and delivering total wealth solutions across insurance, trust, and family office services.

You will own the end-to-end sales funnel, optimize cross-border client engagements, and establish localized GTM strategies while driving revenue and gross profit in a highly competitive market.

Qualificações

• 8+ years of frontline sales and client-advisory experience in wealth/family offices or banks.
• Verifiable UHNW network and track record of closing large premiums or mandates.
• Bilingual fluency in English and Chinese; strong cross-cultural knowledge.

Responsabilidades

• Front-End Hunting & HNW Acquisition: source and convert UHNW clients in the US Chinese-speaking market.
• Lead end-to-end sales cycle for insurance, trust, and family office services.
• Pilot Family Office Administrative Services and monetize cross-border offerings.
• Develop localized GTM strategies and measure conversion metrics.
• Own direct P&L and revenue KPIs to maximize gross profit.

Conhecimentos

Front-line sales

HNW Acquisition

Direct-sales

Closing deals

Bilingual English/Chinese

Formação

Bachelor's degree or above

Ferramentas

AI tools

Descrição da vaga

Glory Family Heritage in California seeks a Senior Wealth & Family Office Advisor to lead front-line growth in the US Chinese-speaking UHNW segment. This direct-sales role requires hunting, closing, and delivering total wealth solutions across insurance, trust, and family office services.

You will own the end-to-end sales funnel, optimize cross-border client engagements, and establish localized GTM strategies while driving revenue and gross profit in a highly competitive market.