The financial environment is changeable, and the risk preference of high net worth people is rapidly decreasing. How to do a good job in high-net-worth customer service has become a major problem for financial planners. Today, this article will simply share with you several methods that can effectively improve high-net-worth customer service. Let's have a look!

Understand the needs of high net worth individuals

If you want to do a good job in serving high net worth people, you must first understand what their actual needs are. For high-net-worth people, in the process of investment and financial management, what they need most is to ensure that their wealth can be secured. Most of them prefer a safe and steady investment strategy and hope to maintain their assets through relatively stable and safe investments.

As a financial planner, through effective communication with users, you can quickly understand the needs of users. While doing a good job in wealth management, we must take the protection of customers' property safety as the primary premise, and then proceed from other needs of users, such as children's education and creating more wealth, and constantly improve the diversified needs of users.

It is very important to do a good job in pre-sales service.

Most of the high net worth people in China are self-made entrepreneurs. They have experienced difficult times and know that it is not easy to do a good job. Therefore, it is particularly important for them to do a good job in pre-sales of financial services. This requires our financial planners to be patient in the process of communicating with users, to give detailed and professional answers to customers' questions and puzzles, to listen to users' needs sincerely and attentively in the process of communication, and to customize reasonable financial management plans in time according to users' needs.

In addition, in the process of financial management, financial planners should pay special attention to asset allocation according to the real situation, risk tolerance and investment needs of customers, and cannot recommend mismatched products to users in order to complete performance.

Intimate after-sales service is also essential.

As a financial manager, in order to really serve high-net-worth people, in addition to the necessary pre-sales service, intimate after-sales service is also essential. Even if the customer has completed the product purchase, before the product is completely cleared, the wealth management manager should keep track of the products invested by the customer, keep abreast of the operation of assets and the changes of current industry policies, and synchronize the information he has learned with the users, so as to lay a solid foundation for subsequent customer maintenance and more product transactions.

Choose formal financial institutions to cooperate.

Customers choose you as their financial planner when various financial platforms delay payment or evade payment. As a financial manager, you not only shoulder the trust of customers, but also have the responsibility to ensure the safety of customers' assets. This requires financial managers to choose a formal and high-quality platform or institution with a license recognized by the regulatory authorities when choosing a cooperation platform or institution, so as to minimize the loss of users and protect their property interests.