Asset Management × Recommended Skills: Presentation Skills

3 jobs found.

Bank Customer Relations Officer

A sales position serving as bank counter staff or customer relations officer, proposing and selling deposits, loans, asset management products, etc., and building trusting relationships with customers.

Financial and Insurance Specialist

A profession that utilizes specialized knowledge of financial and insurance products to support customers' asset management and risk management.

Securities Sales Representative (Outside Duty)

A sales position that visits customers to propose and sell financial products such as stocks, bonds, and investment trusts. Provides asset management advice and constructs portfolios tailored to customer needs.