Problem Solving × Recommended Skills: Financial Planning
7 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.
Managing Director (Organization)
An executive position in the board of directors of a corporation or organization responsible for formulating management policies and organizational operations.
Representative Member (Limited, Gomei, and Goshi Companies)
Representative member in limited companies, gomei companies, and goshi companies who represents the company, executes business operations, and bears responsibility in an officer-like position.
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.
Insurance Claims Payment Clerk
Clerical role that accepts insurance claims from customers based on insurance contracts, conducts document review and assessment, and handles payment processing.
Insurance Broker
Profession that compares and proposes products from multiple insurance companies, intermediating the optimal insurance plan for customers' risk needs.