Cultivate professional institutional investors; Manage open-end funds, establish and operate the growth enterprise market; Management of insurance funds and pension funds; The operation of demutualization and asset securitization of commercial banks: stock index, futures analysis and venture capital management are also its work areas.

Collect the information of the research object, conduct analysis and research on its products, and provide analysis and research and investment value reports; Track the changes of the research object, dynamically judge the changes of the investment value of the research object in time, make the expected return on investment and risk analysis, and adjust the investment operation suggestions; Design, negotiation, signing, issuance and maintenance of various wealth management products publicly issued; Develop new customers through various contact methods and keep in touch with old customers; Responsible for completing the account opening order of wealth management products and answering customer questions; Feedback customers' opinions in time and grasp market trends.

However, the actual situation in China is that there are very few cases of re-employment at present. In most cases, you have to work first, that is, you have a position first, and then you get these financial licenses. For example, the account manager of a bank post will be certified as a two-level financial planner by China Financial Management Standards Committee, namely, the financial planner (AFP) and the international financial planner (CFP), and the financial planner of an insurance post will be certified as an RFC (International Registered Financial Advisor). The former prefers investment and financial management. The latter is biased towards family economic security. Brokerage account managers in securities positions mainly obtain securities qualification certification.

Extended data:

Chartered Financial Analyst (CFA) is a professional qualification title in the field of securities investment and management, and is known as the "golden collar class" in the investment and financial circles. In the United States and Europe, it is a ticket to enter the financial industry, but the number of CFA holders in China is very small.

Financial analyst is a professional qualification title in the field of securities investment and management, and CFA is a "chartered financial analyst", which is a professional qualification title in the field of securities investment and management. Distributed in securities companies, commercial banks, insurance companies and investment institutions. Founded by the American Institute of Certified Financial Analysts (ICFA). The college was first established by FAF (American Association of Financial Analysts) in Charlottesville, Virginia, together with the city of Foer and the University of Virginia in June.

At present, there is only the CETTIC financial analyst training certificate project carried out by Ministry of Human Resources and Social Security China Employment Training Technical Guidance Center on 20 13, which is mainly aimed at the vocational training certificate of domestic financial industry practitioners.

References:

Financial analyst-Baidu Encyclopedia