Wealth Management, UHNW Client Advisor, Taiwan Team - 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

International Private Bank, UHNW Client Advisor, Taiwan Team - Executive Director

Central and Western, Hong Kong Island, Hong Kong

Job Information

• Job Identification: 210664635
• Job Category: Client Management
• Business Unit: Asset & Wealth Management
• Posting Date: 09/05/2025, 04:39 PM
• Location: Chater House, 8 Connaught Road Central, Hong Kong, HKI, 999077, HK
• Job Schedule: Full time

Job Description

Key Responsibilities:

• Develop, manage, and deepen long‑term client relationships by leveraging professional networks and delivering exceptional service across all facets of wealth management.
• Partner closely with product specialists and internal teams to propose, execute, and deliver tailored investment and wealth solutions that align with each client’s unique objectives.
• Serve as a trusted advisor, providing clients with strategic market insights, portfolio updates, and investment opportunities across asset classes, while proactively identifying new business opportunities.
• Ensure seamless client onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Collaborate with cross‑functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies, maintaining the highest standards of integrity.
• Monitor and report on client portfolios, Assets Under Management (AUM), and revenue performance using internal systems, supporting data‑driven decision‑making.
• Drive business growth by expanding the client base through networking, cross‑selling opportunities, and delivering holistic family wealth management solutions.

Required Qualifications & Skills:

• Bachelor’s degree or equivalent, with a minimum of 12 years’ experience in wealth management and proven expertise in client and stakeholder management.
• Strong communication skills (oral and written), with the ability to engage and influence clients and internal partners effectively.
• Demonstrated organizational and prioritization skills, operating with high integrity and risk awareness.
• Collaborative team player, comfortable working across diverse business functions and reporting to senior management.

Preferred Qualifications:

• Prior experience in a wealth management or private banking firm, with direct client coverage in investment advisory and relationship management.
• Solid understanding of private banking regulatory and control environments, with the ability to manage accounts in accordance with industry standards.

Equal Employment Opportunity Statement

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.