Asset Management × Recommended Skills: Financial Planning
4 jobs found.
Financial and Insurance Sales Representative
Financial and insurance sales representatives propose and sell financial and insurance products to customers, supporting asset management and risk management.
Securities Company Counter Clerk
Securities company counter clerks provide face-to-face proposals and sales of financial products, as well as after-sales service to customers at stores (branches), supporting customers' asset management.
Shinkin Bank Field Representative
Shinkin Bank Field Representatives identify customers' financial needs through field activities at shinkin banks and propose and sell financial products such as deposits, loans, and asset management as sales positions.
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.