Job Scope:

• Identify new client groups and cooperation opportunities to expand the business
• Maintain close contact with key clients to understand their needs and expectations
• Formulate client service strategies to ensure high-quality wealth management services
• Handle complex issues and complaints from important clients
• Evaluate market trends and adjust investment strategies to adapt to market changes

Qualifications:

• Possess a university degree
• Minimum 2 years of sales experience in the banking industries, including insurance and investment
• Preferred experience in handling Taiwanese customers
• Must have passed the Insurance and Investment licenses
• Extensive knowledge and expertise in sales and insurance & investment products
• Aggressive, results-driven, and demonstrating strong business acumen
• Chinese writing and Mandarin speaking is a must

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