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 specializing in insurance to support clients with complex wealth needs. The role involves partnering with relationship managers to understand client circumstances, provide suitable recommendations, and explain the value and risks of available solutions through a needs-based advisory process. The expert will also support insurance propositions, product launches, sales training, and client education events across wealth channels. The position aims to strengthen client relationships and deliver a consistent, high-quality experience. Candidates should have proven insurance sales experience, preferably serving high-net-worth clients, along with broad knowledge of insurance products, especially whole-of-life, savings, and investment-linked plans. Knowledge of wealth planning and offshore insurance products and structures is required, as are the relevant life insurance, foreign-currency insurance, investment-linked insurance, and financial markets conduct licenses. Strong client communication and influencing skills, independence, and the ability to work under pressure are essential. Candidates should also demonstrate sound judgment, goal orientation, and a commitment to high standards of service.
Functions:
- Sales/Revenue
About the Company
Ambitious international banking & financial services institution
Industry
Financial Services
Type
Public Company
Age
employees
10,001+