Financial Product Knowledge × Classification Details: Other Sales-Related Occupations
4 jobs found.
Financial Intermediary
A profession that acts as an intermediary in the buying and selling of financial products, relaying customer orders to securities exchanges and the like.
Financial Broker
A professional who acts as an intermediary between clients with funding needs from investors or companies and funding providers to establish transactions.
Securities Clerk (Bank)
This occupation handles sales and clerical processing of financial products such as stocks, bonds, and investment trusts at bank counters, and is responsible for customer service and accurate transaction execution.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.