Wealth Advisor (Chinese Market), America

Noah Holdings Limited; Palo Alto (CA); On-site; USD 84,000 - 111,000; Full time

Job summary

Noah Holdings Limited seeks a Wealth Advisor to focus on the Chinese high-net-worth community in Australia. You will build trusted relationships, identify top clients, and tailor cross-border wealth strategies across global asset allocation.

This role requires deep cultural insight and a commitment to long-term client service. Ideal candidates will have wealth management experience, a strong network within the Chinese business community, and proficiency in English and Mandarin to serve

Qualifications

• Experience in wealth management or related financial services.
• Strong ability to acquire and manage high-net-worth clients.
• Understanding of cross-border wealth planning and regulatory considerations.
• Fluency in English and Mandarin preferred; excellent communication skills.

Responsibilities

• Develop and manage relationships with Chinese high-net-worth clients in Australia.
• Identify and engage high-net-worth individuals, including business owners and professionals.
• Understand clients’ cross-border needs and provide wealth planning and asset allocation guidance.
• Build referral networks within the Chinese ecosystem (accountants, migration agents, lawyers).
• Deliver high-quality client service and long-term relationship management.
• Support community-based events and client engagement initiatives.
• Ensure activities comply with local regulatory and compliance requirements.

Skills

Wealth management

Client acquisition

Cross-border planning

Bilingual English Mandarin

Regulatory compliance

Education

Finance degree or equivalent

Job description

Build trusted relationships within the Chinese community

About Noah

Noah Holdings is a global wealth management platform serving high-net-worth individuals and families.

We focus on long-term, client-centric solutions, connecting clients to diversified global asset allocation opportunities across key financial markets.

About the Role

We are looking for a Wealth Advisor to focus on the Chinese high-net-worth community in Australia.

This role is ideal for someone who understands the culture, mindset, and network dynamics of Chinese clients, and is passionate about building long-term, trust-based relationships.

What You’ll Do

• Develop and manage relationships within the Chinese community in Australia
• Identify and engage high-net-worth individuals, including business owners and professionals
• Understand clients’ cross-border needs, including wealth planning and global asset allocation
• Build strong referral networks within the Chinese ecosystem (e.g. accountants, migration agents, legal advisors)
• Deliver consistent, high-quality client service and long-term relationship management
• Support community-based events and client engagement initiatives
• Ensure all activities align with local regulatory and compliance requirements

What We’re Looking For

• Experience in wealth management, private banking, insurance, or related financial services
• Strong connection to the Chinese community in America
• Proven ability in client acquisition and relationship building
• Good understanding of high-net-worth client needs, especially cross-border considerations
• Strong communication skills in both English and Mandarin
• High integrity and strong awareness of compliance standards

Preferred Qualifications

• Existing network within Chinese business or professional communities
• Experience serving Chinese high-net-worth clients
• Familiarity with cross-border wealth planning concepts
• Relevant financial qualifications or licensing (or willingness to obtain)

Why Join Us

• A global platform with strong cross-border capabilities
• Opportunity to work closely with Chinese high-net-worth clients
• Collaborative and entrepreneurial environment
• Long-term career development in an international firm