Wealth Relationship Manager

Last Edited on 4/7/2026

About CTBC Bank

CTBC Bank, Taiwan’s largest privately-owned bank, operates over 410 outlets across 14 countries, with the most extensive international presence among Taiwanese banks. Its network spans Greater China, Japan, North America, and Southeast Asia. CTBC Bank leads in digital transformation through blockchain, AI, and Big Data innovation, while actively expanding in Southeast Asia and Greater China. Committed to excellence and sustainability, CTBC Bank strives to be “Taiwan Champion, Asia Leader. CTBC Bank, Taiwan’s largest privately-owned bank, operates over 410 outlets across 14 countries, with the most extensive international presence among Taiwanese banks. Its network spans Greater China, Japan, North America, and Southeast Asia. CTBC Bank leads in digital transformation through blockchain, AI, and Big Data innovation, while actively expanding in Southeast Asia and Greater China. Committed to excellence and sustainability, CTBC Bank strives to be “Taiwan Champion, Asia Leader.”

Job Description

• Develop marketing strategies to drive deposit growth and increase fee-based income from mutual funds, life insurance, and other financial products in alignment with the bank’s goals.
• Build strong, ongoing relationships with existing customers while expanding new customer segments.
• Analyze customer profiles and financial needs to provide the most suitable investment solutions, ensuring customer satisfaction and contributing to revenue growth.
• Establish and strengthen business networks both inside and outside the organization, particularly for individual financial products.

Job Requirement

• Bachelor’s degree or higher in Business Administration, Finance, Marketing, or a related field.
• Fluent in English (speaking, reading, writing)
• Ability to speak Mandarin
• At least 2 years of experience in banking or financial product sales, such as life insurance.
• Possession of relevant professional licenses, such as: Investment Consultant License (is the MUST), Life Insurance Broker License and Non-life Insurance Broker License
• Service-minded, with strong interpersonal skills and the ability to work well in a team.