CRM System Operation × Career Path: Private Banker
2 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.
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.