How do they match: Securities, Commodities, and Financial Services Sales Agents

  • Account Manager
  • Branch Manager
  • Investments Manager
  • Money Manager
  • Portfolio Manager
  • Relationship Manager
  • Supply Manager

  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Interview clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.