Other Professional Occupations in Business, Finance, and Insurance X Recommended Skills: CRM System Operation

2 matching jobs found.

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.

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.