個金_保險規劃師ip(桃園)

CTBC Holding

Taipei, Taiwan
Base: negotiable; bonus/equity: not specified; ben...
Wealth management consulting
Risk planning services
7+ years of experience
The role involves providing risk planning consultation services to wealth management clients

Job Summary

  • The role involves providing risk planning consultation services to wealth management clients.
  • You will assist in formulating wealth management strategies for regional branches.
  • The position is full-time with a salary starting at 40,000 TWD or above.

Matching Summary

The role involves providing risk planning consultation services to wealth management clients.

Salary

Base: Negotiable; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Wealth management consulting
  • Risk planning services
  • 7+ years of experience

Nice-to-have

  • Experience with high-net-worth clients
  • Insurance sales experience
  • Client complaint handling

Key Requirements

  • Master's degree or higher
  • 5-10 years in insurance sales
  • Insurance agent or consultant experience

Work Rights

Not specified

Tailored Resume

Cover Letter