Vice President, Wealth Product Expert, Insurance
Hiring Company
About the Role
Greater Taipei, Taiwan Area (On-site)
The Company is seeking a Vice President, Wealth Product Expert, Insurance, to support clients with complex wealth needs and serve as a specialist in insurance and related product areas. The role partners with relationship managers to understand client needs, participate in client meetings, make suitable recommendations, and explain the value and risks of available solutions. Responsibilities also include supporting product launches, delivering sales training and client education events, and contributing to product propositions and customer events across wealth channels. The successful candidate will follow a needs-based sales process and help build trusted, lasting client relationships. Candidates should have proven insurance sales experience, preferably serving high-net-worth clients, along with broad knowledge of insurance products, particularly whole-of-life, savings, and investment-linked policies. Experience with wealth planning and offshore insurance products or structures is required, as are relevant insurance sales licenses and current financial-market knowledge and ethics certification. Strong client communication and influencing skills, independence, and the ability to work under pressure are essential. Candidates should also demonstrate sound judgment, a commitment to high service standards, and the drive to achieve goals with persistence.
Functions:
- Sales/Revenue
About the Company
Ambitious international banking & financial services institution
Industry
Financial Services
Type
Public Company
Age
employees
10,001+