Securities Representative (Office-based)
しょうけんがいむいん（ないきんのもの）
Industry & Occupation
Classification
- Major : Sales and Marketing Occupations
- Middle : Sales-Related Occupations
- Minor : Other Sales-Related Occupations
Summary
A job at a securities firm involving office-based customer service, sales support, and guidance and procedural tasks for financial products.
Description
Securities Representative (Office-based) performs tasks in the securities company's office such as handling customer phone and email inquiries, creating proposal materials for financial products, contract procedures, account management, and data entry. Supports field representatives and conducts internal sales activities to identify needs of new and existing customers and recommend appropriate products. Requires compliance with laws and internal regulations, with accuracy and prompt responsiveness being essential.
Future Outlook
With the diversification of financial products and the普及 of online trading, office-based representatives are required to leverage digital tools and remote response capabilities. While operations are becoming more efficient, there is a growing emphasis on customer service abilities surpassing face-to-face interactions.
Personality Traits
Able to pay attention to details / Good at explaining / Good listener / Polite and accurate
Work Style
Depending on company's flex system / Hybrid Work / Office Work / Shift Work
Career Path
Junior Office Representative → Senior Office Representative → Field Representative → Sales Leader → Branch Manager
Required Skills
Communication Skills (Phone/Email) / Customer Service Skills / Financial Products Knowledge / Office Software / Regulatory Knowledge
Recommended Skills
Advanced Excel / CRM Tool Operation / English Reading Comprehension / Presentation Skills
Aptitudes (Strengths Preferred)
| Item | Description |
|---|---|
| Attention to Detail & Accuracy | To prevent misorders and document deficiencies. |
| Communication Skills | To accurately understand customer requests and explain financial products in an easy-to-understand way. |
| Learning Agility & Knowledge Acquisition | Because it is necessary to continuously update knowledge of financial products and legal regulations. |
| Numerical & Quantitative Analysis | Because it involves handling numerical values such as yields on financial products and security evaluations. |
Aptitudes (Weaknesses Acceptable)
| Item | Description |
|---|---|
| Physical Stamina & Endurance | Mainly desk work. |
Related Qualifications
- Type 1 Securities Representative
- Type 2 Securities Representative
Aliases
- Office-based Securities Representative
Related Jobs
- Bank Teller
- Insurance Representative
- Securities Representative (Field-based)