UHNW Private Wealth Advisor - Executive Director

TwinThread; Worcester (MA); On-site; USD 150,000 - 200,000; Full time

Job summary

TwinThread is seeking an experienced Executive Director for their UHNW Client Advisor role focused on the Taiwan Team. The position requires developing robust client relationships and delivering tailored wealth management solutions.

The ideal candidate will have over 12 years of wealth management experience, strong communication skills, and the ability to collaborate effectively across diverse teams. This is a full-time role based in Worcester, Massachusetts, offering significant opportunities for professional growth.

Qualifications

• Minimum of 12 years of experience in wealth management.
• Proven expertise in client and stakeholder management.
• High integrity and risk awareness.

Responsibilities

• Develop and manage long-term client relationships.
• Provide clients with strategic market insights.
• Ensure seamless client onboarding and compliance.

Skills

Client relationship management

Wealth management expertise

Strong communication skills

Organizational skills

Education

Bachelor’s degree or equivalent

Job description

TwinThread is seeking an experienced Executive Director for their UHNW Client Advisor role focused on the Taiwan Team. The position requires developing robust client relationships and delivering tailored wealth management solutions.

The ideal candidate will have over 12 years of wealth management experience, strong communication skills, and the ability to collaborate effectively across diverse teams. This is a full-time role based in Worcester, Massachusetts, offering significant opportunities for professional growth.