Analytical & Logical Thinking × Recommended Skills: Financial Planning
7 matching jobs found.
Lending Section Chief (Bank)
A managerial position in a bank's lending department responsible for formulating lending policies, making credit decisions, managing credit risks, and supervising and guiding subordinates.
Securities and Trust Savings Advisor (Securities companies, trust banks, etc.)
A profession that proposes and sells financial products such as securities and trust savings products according to the customer's asset status and needs.
Managing Director (Organization)
An executive position in the board of directors of a corporation or organization responsible for formulating management policies and organizational operations.
Tax Clerk
An administrative role responsible for a company's or organization's tax affairs, assisting with the preparation of tax returns, tax payment procedures, and compliance with tax laws.
Independent Financial Advisor (IFA)
A professional who supports customers' asset management and life planning from a neutral position independent of financial institutions and proposes the optimal financial products.
Insurance Claims Payment Clerk
Clerical role that accepts insurance claims from customers based on insurance contracts, conducts document review and assessment, and handles payment processing.
Insurance Broker
Profession that compares and proposes products from multiple insurance companies, intermediating the optimal insurance plan for customers' risk needs.