Numerical & Quantitative Analysis × Recommended Skills: Financial Planning
5 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.
Branch Office Manager (Insurance Business)
As the operation manager of an insurance company's branch office (regional branch), comprehensively supervises the achievement of sales targets, staff guidance and development, business management, customer service, and more.
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.
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.