Private Wealth Advisor (Mandarin)

Position : Sr. Private Health Advisor (Title can be adjusted if senior)

Location : Los Angeles, CA

Salary - $200k - $250k Base + Commission + Benefits

Full time

Job Id: 171216

About this role:

We are looking for a Senior Wealth Advisor with deep experience in working with UHNWI and Families who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public and private markets.

Bilingual - Fluent in English and Mandarin - "Proficiency in Mandarin is required as the successful candidate will be required to communicate with business partners in China."

Job Description:

• 10+ years of wealth management experience, ideally at a wirehouse, private bank, boutique RIA, or multi-family/single-family office environment.
• Experience advising sophisticated HNW and UHNW clients across diverse cultural and international backgrounds.
• Demonstrated track record of client relationship management, business development, and growing a book of business.
• Credible ability to transition or cultivate client relationships within a new platform environment.
• Entrepreneurial, self-directed, and comfortable operating with high ownership and autonomy.
• Strong work ethic with the ability to work independently while collaborating effectively across teams, divisions, and subsidiaries.
• Proficiency in alternative investments, private markets, and capable of delivering differentiated investment solutions to clients.
• About this role:
• We are looking for a Senior Wealth Advisor with deep experience in working with UHNWI and Families who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public and private markets.

Day-to-day this means:

• Leading client relationships, including the most senior conversations with principals and next-generation family members.
• Designing and managing portfolios that integrate public markets and private markets with private credit and alternative investments sourced directly through Companies deal flow.
• Partnering with the private credit asset management team to translate companies deal flow into client allocations.
• Helping shape the firm at a consequential stage with direct input on client experience, advisor playbook, and platform priorities.

Who You Are

• A breakaway advisor from a wirehouse, private bank, or traditional wealth platform seeking greater flexibility and entrepreneurial upside.
• A senior or executive level advisor who wants to help build a modern RIA and wealth platform in a start up environment
• Relationship-driven, highly client-oriented, and comfortable operating in a fast-moving entrepreneurial environment.
• Passionate about alternative investments, private markets, and serving sophisticated HNW/UHNW clients.

A Major Plus

• Existing portable book of business or deep relationships with HNW/UHNW individuals, founders, operators, or family offices.
• Experience advising clients on private credit, alternatives, or structured investments.
• Background at leading RIAs, wirehouses, private banks, or multi-family offices.
• Proven business development and client acquisition track record.
• Interest in helping shape broader platform strategy, recruiting, and long-term business

Certifications:

Series 7 - 65 and 66

About Us:

Founded in 2009, IntelliPro stands as a global leader in talent acquisition and HR solutions. Our commitment to delivering unparalleled service to clients, fostering employee growth, and building enduring partnerships sets us apart. With a dynamic presence in the USA, China, Canada, Singapore, Philippines, UK, India, Netherlands, and Germany, we continue to lead the way in global talent solutions.

IntelliPro, a global leader in connecting individuals with rewarding employment opportunities, is dedicated to understanding your career aspirations. As an Equal Opportunity Employer, IntelliPro values diversity and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, or any other legally protected group status. Moreover, our Inclusivity Commitment emphasizes embracing candidates of all abilities and ensures that our hiring and interview processes accommodate the needs of all applicants. Learn more about our commitment to diversity and inclusivity at

Compensation: The pay offered to a successful candidate will be determined by various factors, including education, work experience, location, job responsibilities, certifications, and more.