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

  • Account Administrator
  • Account Manager
  • Branch Manager
  • Client Administrator
  • Investment Officer
  • Investments Manager
  • Loan Officer
  • Money Manager
  • Portfolio Manager
  • Relationship Manager
  • Supply Manager
  • Trust Officer

  • Offer advice on the purchase or sale of particular securities.
  • Inform other traders, managers, or customers of market conditions, including volume, price, competition, or dynamics.
  • Make bids or offers to buy or sell securities.