Wealth Advisor for Chinese HNW Clients (Cross-Border)

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

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