Analytical & Logical Thinking × Required Skills: Financial Product Knowledge
7 matching jobs found.
Financial Intermediary
A profession that acts as an intermediary in the buying and selling of financial products, relaying customer orders to securities exchanges and the like.
Financial Broker
A professional who acts as an intermediary between clients with funding needs from investors or companies and funding providers to establish transactions.
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.
Inheritance Consultation Room Staff (Bank)
Specialist role at bank counters handling inheritance-related consultations, providing advice on estate division and tax procedures, and proposing trust products.
Financial Planner
A professional who utilizes specialized knowledge in asset management, insurance, taxes, pensions, inheritance, etc., for individuals and corporations to propose asset planning and risk countermeasures based on the customer's life plan.
Credit Assessment Clerk
A job handling clerical work at financial institutions, investigating customers' credit status and determining approval for loans or credit card issuances.
Labor Bank Executive
As an executive in the board of directors or executive officers of a labor bank, responsible for formulating management policies, supervising operations, providing financial services to members, and contributing to regional development.