UHNW Private Wealth Director — Taiwan Investment Expert

Aumni; Worcester (MA); On-site; USD 150,000 - 250,000; Full time

Job summary

TwinThread is seeking an experienced Executive Director for its Taiwan team. Your role involves advising ultra-high-net-worth clients on wealth management, using your expertise in multi-asset investments. Responsibilities include leading client relationships, conducting investment reviews, and ensuring compliance with regulations. A Bachelor’s degree and at least 10 years of relevant experience in a similar capacity are required. Fluency in Mandarin is necessary, with a strong emphasis on analytical skills. Join us in a diverse and inclusive environment.

Qualifications

• Minimum 10 years of experience in investment advisory at a private bank or wealth management firm.
• Ability to work under minimal supervision in a fast-paced environment.
• Sound knowledge of financial industry and regulatory policies.

Responsibilities

• Lead Investor on a portfolio of key client relationships for the Taiwan business.
• Communicate bank views and solutions to clients to meet financial objectives.
• Conduct investment reviews and prepare recommendations of investment products.
• Develop relationships with team members and deepen existing client relationships.
• Ensure compliance with rules and regulations.

Skills

Analytical skills

Communication skills

Detail-oriented

Results-focused

Fluency in Mandarin

Education

Bachelor Degree

Job description

TwinThread is seeking an experienced Executive Director for its Taiwan team. Your role involves advising ultra-high-net-worth clients on wealth management, using your expertise in multi-asset investments. Responsibilities include leading client relationships, conducting investment reviews, and ensuring compliance with regulations. A Bachelor’s degree and at least 10 years of relevant experience in a similar capacity are required. Fluency in Mandarin is necessary, with a strong emphasis on analytical skills. Join us in a diverse and inclusive environment.