Quotas × Recommended Skills: Financial Planning
4 jobs found.
Securities Company Counter Clerk
Securities company counter clerks provide face-to-face proposals and sales of financial products, as well as after-sales service to customers at stores (branches), supporting customers' asset management.
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.
Shinkin Bank Field Representative
Shinkin Bank Field Representatives identify customers' financial needs through field activities at shinkin banks and propose and sell financial products such as deposits, loans, and asset management as sales positions.
Recurring Investment Counter Staff
A job that involves selling and consulting on accumulated investment products (such as investment trusts) to customers.