Wealth Management Role
We are seeking a dedicated professional to join our Wealth Management team in Taiwan. As a key member of our team, you will be responsible for delivering high-quality wealth management services to our clients across the country.
Key Responsibilities:
* To plan, organize, and execute strategies to achieve sales targets for Investment, Insurance, TRB, and CIF products.
* To ensure efficient operations and achieve a high standard of financial planning that aligns with the bank's direction.
* To develop the skills and knowledge of the PRM team members, promoting job satisfaction and alignment with the bank's core values.
* To foster collaboration between teams and enhance the bank's reputation as a leading player in the wealth management industry.
* To maintain a positive sales culture that encourages innovation and self-motivation among team members.
* To protect the bank from potential losses and risks.
Requirements:
* Candidate must hold a college degree or higher.
* Prior experience in the financial service industry is preferred.
* The ability to obtain necessary certifications such as Trust L3, Life Insurance, and others is required.