Insurance Broker (Taiwan Market)
JOBID:1625153
Responsibilities:
- Provide financial advisory and insurance solutions to clients through referrals and partnerships with private banks, family offices, external asset managers and other financial institutions, with a focus on the Taiwan market .
- Conduct financial needs assessments and client profiling to identify requirements and recommend appropriate insurance and financial products.
- Prepare and deliver client presentations and financial planning proposals , while providing ongoing servicing and addressing clients’ and partners’ enquiries.
- Develop and maintain strong relationships with Taiwan-based partners and intermediaries , supporting business development, partner engagement and training initiatives.
- Keep abreast of Taiwan market developments, insurance products and relevant regulatory requirements , while ensuring all advisory and sales activities comply with applicable MAS and company standards.
- Work closely with internal teams to ensure smooth execution and implementation of financial solutions , while maintaining a high standard of client service.
- Support other business development, marketing and ad-hoc initiatives as required.
Requirements
- Minimum 2–3 years of relevant sales experience within financial services, insurance, wealth management, legal or related industries.
- Strong exposure to the Taiwan market , with an established network or experience engaging Taiwan-based clients, intermediaries or financial institutions.
- Existing network across Taiwanese private banks, family offices, external asset managers or financial institutions
- Experience conducting partner engagement, product training or business development activities within the Taiwan market.
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EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA License No.: 07C5771