Problem Solving × Required Skills: Financial Product Knowledge

2 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.