Proactive × Keywords: Investment Trusts
5 jobs found.
Field Staff (Bank)
Sales position that visits customer sites to propose and sell bank products and services, aiming to expand transactions.
Bank Field Representative
Bank field representatives visit individual and corporate customers to propose and sell financial products such as deposits, loans, and foreign exchange, while also responding to consultations on asset management and fund procurement.
Bank External Affairs Officer
Bank external affairs officers propose and sell financial products such as deposits, loans, and investment products to individual and corporate customers, and build and maintain relationships with customers as sales professionals.
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 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.