Stocks × Required Skills: Financial Product Knowledge

6 jobs found.

Financial Intermediary

A profession that acts as an intermediary in the buying and selling of financial products, relaying customer orders to securities exchanges and the like.

Securities Sales Representative

A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and acts as an intermediary in transactions.

Securities Representative

A sales position that proposes and sells financial products such as stocks, bonds, and investment trusts to individual and corporate customers, and provides asset management advice.

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.

Securities Clerk (Bank)

This occupation handles sales and clerical processing of financial products such as stocks, bonds, and investment trusts at bank counters, and is responsible for customer service and accurate transaction execution.

Securities and Trust Savings Advisor (Securities companies, trust banks, etc.)

A profession that proposes and sells financial products such as securities and trust savings products according to the customer's asset status and needs.