Initiative & Leadership × Keywords: Investment Trusts
5 matching jobs found.
Bank External Affairs Officer
Bank external affairs officers propose and sell financial products such as deposits, loans, and investment products to individual and corporate customers, and build and maintain relationships with customers as sales professionals.
Securities Sales Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.
Securities Sales Representative (Outside Duty)
A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.
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.
Fund Manager
Specialist who formulates and executes investment strategies for mutual funds and institutional investor funds to grow assets.