Planning & Organization × Required Skills: Financial Product Knowledge
4 matching jobs found.
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.
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.
Labor Bank Executive
As an executive in the board of directors or executive officers of a labor bank, responsible for formulating management policies, supervising operations, providing financial services to members, and contributing to regional development.