Financial Product Knowledge × Personality Traits: Customer-oriented
3 jobs found.
Field Staff (Bank)
Sales position that visits customer sites to propose and sell bank products and services, aiming to expand 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.
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.