Communication Skills × Required Skills: Financial Product Knowledge
21 matching jobs found.
Securities Clerk (Bank)
This occupation handles sales and clerical processing of financial products such as stocks, bonds, and investment trusts at bank counters, and is responsible for customer service and accurate transaction execution.
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.
Shinkin Bank Field Representative
Shinkin Bank Field Representatives identify customers' financial needs through field activities at shinkin banks and propose and sell financial products such as deposits, loans, and asset management as sales positions.
Credit Union Field Staff
Credit union sales position responsible for new member acquisition, proposing financial products such as deposits and loans to existing members, and handling consultations.
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.
Savings Agent
Sales position involving new contracts for deposit products (ordinary deposits, fixed deposits, cumulative deposits, etc.) and ongoing proposals to existing customers.
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.
Post Office Outreach Sales Officer (Savings Operations)
A job that handles post office savings operations, visiting customers to propose savings products and handle contract procedures.
Deposit Solicitor
Deposit solicitors at banks and other financial institutions propose deposit products such as ordinary deposits and time deposits to customers, handling everything from contract procedures to aftercare as sales roles.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.