Keywords > Asset Management
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7 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 Sales Representative
Financial and insurance sales representatives propose and sell financial and insurance products to customers, supporting asset management and risk management.
Financial and Insurance Specialist
A profession that utilizes specialized knowledge of financial and insurance products to support customers' 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.
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.
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.