Financial Product Knowledge × Career Path: Senior Advisor
2 jobs found.
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.
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.