Learning Agility & Knowledge Acquisition × Keywords: Investment Trusts
9 matching jobs found.
Financial and Insurance Sales Representative
Financial and insurance sales representatives propose and sell financial and insurance products to customers, supporting asset management and risk management.
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 Representative
A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and provides asset management advice.
Securities Company Counter Clerk
Securities company counter clerks provide face-to-face proposals and sales of financial products, as well as after-sales service to customers at stores (branches), supporting customers' asset management.
Securities Representative (Office-based)
A job at a securities firm involving office-based customer service, sales support, and guidance and procedural tasks for financial products.
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.
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.