CRM System Operation × Keywords: Investment Trusts
4 jobs found.
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 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.
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.