Numerical & Quantitative Analysis × Required Skills: Financial Product Knowledge
11 matching jobs found.
Loan Financing Clerk
A job in financial institutions such as banks and credit unions that handles clerical tasks from loan application reception to screening assistance and contract procedures.
Bank Window Clerk
Bank window clerks handle clerical duties at the counter, such as customer deposits, withdrawals, and account openings.
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 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 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.
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.
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.