A salesperson who introduces a sales asset management plan to a customer must have a fund sales and aggregate asset management plan: as the name implies, the assets of the customer are aggregated and managed by professional investors (brokers/fund subsidiaries).
The collective asset management plan is an innovative financial service product developed by securities companies/fund subsidiaries for high-end customers, which invests in the assets of equity or fixed-income investment products agreed by the products. As a fund management project, it is very clear why we should make a fund management plan.
Introduction of asset management experts
A person who provides services such as customer asset operation, securities, funds and other financial products to realize the purpose of customer asset appreciation, and receives remuneration from them.
operating duty
The work of the general asset management specialist includes:
Provide consulting services related to asset management for enterprises or individuals, develop high-quality customers and maintain good long-term cooperative relations.
Familiar with the characteristics of all kinds of asset management products, launch matching products according to customer needs, and promote customer purchase.
After docking products, continue to provide post-consultation to help solve customer after-sales problems.
Employment conditions
1, education requirements: most of them require bachelor degree or above.
2. Relevant professional knowledge: economics, finance and mathematics.
3. Additional points: qualification of employees in the securities and futures fund industry, CFA certificate, FRM certificate and CPA certificate.