Financial Product Knowledge × Career Path: Consultant
3 jobs found.
Credit Card Membership Recruiter
Sales position at a credit card company, explaining card features and benefits to customers to acquire new members. Handles application guidance and contract signing via stores, visits, phone, etc.
Inheritance Consultation Room Staff (Bank)
Specialist role at bank counters handling inheritance-related consultations, providing advice on estate division and tax procedures, and proposing trust products.
Financial Planner
A professional who utilizes specialized knowledge in asset management, insurance, taxes, pensions, inheritance, etc., for individuals and corporations to propose asset planning and risk countermeasures based on the customer's life plan.