Senior Wealth & Family Office Advisor

Glory Family Heritage; California; On-site; USD 180,000 - 360,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Front-line sales

HNW Acquisition

Direct-sales

Closing deals

Bilingual English/Chinese

Education

Bachelor's degree or above

Tools

AI tools

Job description

We are seeking an entrepreneurial, ultra-high-performance Senior Wealth & Family Office Advisor to build and drive our front-line growth in the US Chinese-speaking HNW segment.

This is a direct-sales (C-End hunting) and client-facing role. You will own the entire closing funnel, optimising our international expertise and product offerings of insurance, trust, and spearhead the pilot of our family office administrative services, provide the total solution services to targeted clients ultimately.

Key Responsibilities

1. 1. Front-End Hunting & HNW Acquisition: Aggressively penetrate and capture the US-based Chinese-speaking HNW/UHNW market. Independently hunt, source, and convert high-net-worth individuals, tech founders and executives, and cross-border entrepreneurs into active clients through direct engagement.
2. 2. High-Ticket Closing (Insurance & Trust Core): Lead the end-to-end sales cycle to maximize premium injections, revenue and gross profits. Diagnose clients needs and multi-generational wealth needs, provide total solution leveraging on our insurance products and trust structures in multi jurisdictions and solid track records.
3. 3. Family Office Conceirge Admin Service Piloting: Champion the exploration and monetization of Family Office Administrative Services (e.g., identity/immigration planning concierge, cross-border tax compliance alignment, family governance, and lifestyle management) to build and maintain trustworthy relationship and provide professional and satisfactory services.
4. 4. Business Validation: Establish localized go-to-market strategies, optimize customer conversion metrics, and rapidly validate the product-market fit and commercial viability of the direct-sales model.
5. 5. Direct P&L and Revenue Accountability: Take ultimate ownership of aggressive individual and team KPIs, measured strictly by revenue and gross profit.

Who We Are Looking For (Qualifications)

1. 1. The Proven Hunting Rainmaker: 8+ years of front-line sales and client-advisory experience within Family Offices, International Trust Companies, Leading Private or Commercial Banks, International Insurance Brokerages, or leading financial institutions.
2. 2. Monetizable & Active UHNW Rolodex: A verifiable, portable, and active network of Chinese-speaking HNW families in major US hubs. A documented track record of personally closing large premium injections or complex mandates.
3. 3. Bilingual Closing Fluency: professional fluency in English and Chinese, good understanding of Chinese and US culture and practice, and able to identify and satisfy the needs of targeted clients.
4. 4. Credentials that Accelerate Deals: Bachelor’s degree or above. Master, MBA or advanced professional qualifications is highly preferable.
5. 5. AI-Driven Sales Efficiency: Highly proficient in leveraging AI tools to accelerate localized market research, synthesize cross-border regulatory shifts, customize client pitches, and streamline administrative overhead, maximizing face-to-face client acquisition time.