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Noah Holdings
Wealth Advisor (Chinese Market), AustraliaBuild trusted relationships within the Chinese communityAbout NoahNoah Holdings is a global wealth management platform serving high-net-worth individuals and families.We focus…
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About the role
Wealth Advisor (Chinese Market), AustraliaBuild trusted relationships within the Chinese communityAbout NoahNoah 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 RoleWe 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 DoDevelop and manage relationships within the Chinese community in AustraliaIdentify and engage high-net-worth individuals, including business owners and professionalsUnderstand clients’ cross-border needs, including wealth planning and global asset allocationBuild strong referral networks within the Chinese ecosystem (e.g. accountants, migration agents, legal advisors)Deliver consistent, high-quality client service and long-term relationship managementSupport community-based events and client engagement initiativesEnsure all activities align with local regulatory and compliance requirementsWhat We’re Looking ForExperience in wealth management, private banking, insurance, or related financial servicesStrong connection to the Chinese community in AustraliaProven ability in client acquisition and relationship buildingGood understanding of high-net-worth client needs, especially cross-border considerationsStrong communication skills in both English and MandarinHigh integrity and strong awareness of compliance standardsPreferred QualificationsExisting network within Chinese business or professional communitiesExperience serving Chinese high-net-worth clientsFamiliarity with cross-border wealth planning conceptsRelevant financial qualifications or licensing (or willingness to obtain)Why Join UsA global platform with strong cross-border capabilitiesOpportunity to work closely with Chinese high-net-worth clientsCollaborative and entrepreneurial environmentLong-term career development in an international firm
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