Recurring Investment Counter Staff
るいせきとうしまどぐちぎょうむいん
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales-Related Occupations
- Minor : Other Sales-Related Occupations
Summary
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.
Description
Recurring Investment Counter Staff at bank or securities company counters sell accumulated investment products (investment trusts, NISA, etc.) to customers, handle contract procedures, accept orders, explain operational status, and propose periodic reviews of asset management plans. They also select products according to customers' risk tolerance and life plans, provide information through seminars and materials, and aim to build long-term customer relationships.
Future Outlook
Amid continuing low interest rates, interest in asset management is increasing, and demand for recurring investment counter services is expected to remain stable. DX capabilities will be required due to the expansion of digital channels.
Personality Traits
Able to respond empathetically / Good at explaining / Strong sense of responsibility / Strong with numbers
Work Style
Face-to-face Service / OJT Training / Quotas / Remote Consultations / Shift Work
Career Path
Counter Staff → Senior Counter Staff → Asset Management Advisor → Financial Planner → Branch Sales Manager
Required Skills
Customer Service Skills / Financial Product Knowledge / PC Operation (Dedicated Systems) / Understanding of Investment Trust Mechanisms
Recommended Skills
Basic Marketing Knowledge / English Document Reading / Financial Planning / Presentation Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | Mistakes are not allowed due to contract procedures and legal compliance. |
| Communication Skills | Because dialogue and proposals with customers are the main tasks. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Creativity & Ideation | Mainly standard product proposals, with few opportunities for idea generation. |
| Physical Stamina & Endurance | Mainly desk work with little heavy labor. |
Related Qualifications
- AFP
- CFP
- Securities Representative Type 1
- Securities Representative Type 2
Aliases
- Accumulated Investment Counter Staff
- Investment Counter Staff
Related Jobs
- Bank Counter Staff
- Financial Planner
- Investment Trust Salesperson