Wealth Management Relationship Manager

職務內容:
  • Offshore client relationship maintenance (China client)
  • Acquire oversea new clients
  • Provide constructive tailored advice including OIU and Mutual Fund
  • Keep customer abreast the latest market insights
  • Understand, plan and monitor financial situation to derive customized financial strategies.
學經歷要求:
  • 3 years insurance experience including 1 year life insurance sales experience
  • Skill to maintain affluent segment clients
  • Good communication skill
  • Taiwan insurance licenses required
  • China insurance license preferred
  • Good English communication skills
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