I. Job responsibilities:
1. Have certain investment manager resources, establish communication mechanism with investment managers, and maintain their relationship.
2. Expand contacts with banks, fund companies, securities companies, trust companies and other financial institutions, develop product channels and maintain channel relationships.
3. Understand the mainstream wealth management products in the market and assist in the design, distribution, promotion and sales of fund products.
4. Develop the market of high-net-worth customers, recommend appropriate financial solutions for high-end customers, build a platform for high-net-worth customers, and have exclusive financial regulations.
5. Give priority to wealth management business, supplemented by brokerage business, and develop futures brokerage customers.
Second, the development direction
If it is a state-owned commercial bank, it is basically equivalent to a senior account manager and develops normally. If it is a foreign bank or China Merchants Bank, being a wealth consultant of a private bank is helpful for personal growth, network expansion and future development.
At present, the number of professionals in the wealth management industry is scarce, which is far from meeting the needs of the rapid development of the industry and high net worth people. For people with lofty ideals, the sooner they enter the wealth management market, especially the high-end wealth management institutions like the family financial office, the more they can lay a solid foundation for their future.
Requirements:
1, bachelor degree or above, major in finance and marketing is preferred.
2. Understand the futures industry, love the futures industry, determine this as the development direction, and have clear career goals and plans.
3, love the financial industry, extroverted, proactive, team spirit, a sense of responsibility, the courage to bear pressure and solve various problems in the business process.
4. Outgoing personality, quick response, strong expression, strong communication skills and affinity.
5. Those with futures qualification certificates or resources are preferred.
6. Those with securities, fund and banking qualifications and relevant work experience are preferred.