Inheritance Consultation Room Staff (Bank)
そうぞくそうだんしついん
Industry & Occupation
Classification
- Major : Clerical Occupations
- Middle : Sales and Marketing Clerical Occupations
- Minor : Other Sales and Marketing Clerical Occupations
Summary
Specialist role at bank counters handling inheritance-related consultations, providing advice on estate division and tax procedures, and proposing trust products.
Description
Inheritance Consultation Room Staff (Bank) responds to the growing inheritance needs in an aging society by accepting consultations at the bank's dedicated counters. They conduct interviews on customers' family structures and asset situations, prepare inheritance tax estimates and estate division plans, and propose financial products such as testamentary trusts and trust beneficiary rights. They also collaborate with experts like tax accountants and judicial scriveners to support inheritance procedures, manage the preparation of necessary documents and the progress of filing procedures. They provide information in line with legal amendments and financial product trends, hold seminars, and fulfill a role in supporting customer peace of mind.
Future Outlook
With advancing aging, demand for inheritance consultations is on the rise. Advances in online services and AI automation will increasingly require specialized expertise and high value-added consulting skills.
Personality Traits
Attentive / Good Listener / Honest / Polite and Courteous / Strong Sense of Responsibility
Work Style
Face-to-Face Consultations / Flextime / Office Work / Partial Remote Work Possible / Team-Based
Career Path
General Counter Staff → Inheritance Consultation Room Staff → Senior Advisor → Trust Product Development Staff → Branch Manager (Asset Management Department)
Required Skills
Communication Skills / Financial Product Knowledge / Inheritance-Related Legal Knowledge / Office Software / Tax Knowledge
Recommended Skills
English Document Reading / Internal and External Coordination Skills / Seminar Planning and Management / Trust Business Practical Experience
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Analytical & Logical Thinking | Logical thinking is required for inheritance property analysis and tax burden calculations. |
| Attention to Detail & Accuracy | Because document deficiencies can lead to serious issues. |
| Communication Skills | To explain technical terms in an easy-to-understand manner and alleviate customer anxiety. |
| Learning Agility & Knowledge Acquisition | Necessary to constantly respond to legal amendments and system changes. |
| Numerical & Quantitative Analysis | High numerical ability required for tax calculations and asset valuations. |
| Planning & Organization | Required to manage multiple procedures and coordinate schedules. |
| Problem Solving | Ability to address complex inheritance issues and troubles is required. |
| Stress Tolerance | Many emotional consultations require mental stability. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Mainly desk work, so low physical demands. |
Related Qualifications
- AFP (Certified by Japan FP Association)
- CFP
- Real Estate Transaction Agent
- Trust Business Certification Level 3
Aliases
- Estate Inheritance Officer
- Inheritance Advisor (Bank)
- Inheritance Consultant
Related Jobs
- Bank Teller
- Financial Planner
- Judicial Scrivener
- Tax Accountant
- Trust Sales Representative