What are the responsibilities of an investment consultant? It has become a frequently asked question in the recruitment of investment consultants. Let's see what investment consultants do. In the process of providing services to clients, investment consultants need to provide clients with sufficient professional knowledge to meet their investment and financial needs. Its job responsibilities are as follows: 1. Maintain comprehensive and in-depth communication with customers. Investment consultants lead clients to invest and manage their finances. The communication between investment consultants and customers runs through the whole process of financial services, and it is a communication bridge between the special account financial management team and customers. Investment consultants maintain comprehensive and in-depth communication with customers, understand their financial management purposes, and make investment plans that meet the requirements. 2. Provide investment and financial management expertise. When customers lack the corresponding knowledge of investment and financial management, investment consultants need to explain and instill financial management knowledge and common sense, explain and help customers understand investment opportunities and some misunderstandings in the investment process, and help customers understand and evaluate risks. 3. Comprehensive demand analysis Investment consultants need to fully understand the financial situation, basic family situation and financial needs of customers, help customers specify appropriate financial investment goals and plans, and communicate with customers about investment and financial management plans to reach an agreement. 4. Investment management report Interpretation of each customer's specific portfolio will generate an investment management report within the prescribed time limit, including the performance of the customer's portfolio in the past time, the portfolio manager's evaluation and explanation of the portfolio performance, and the judgment of the future investment environment. Investment consultants need to help clients interpret the investment management report, help clients understand the operation and performance of the portfolio, and evaluate whether the portfolio meets the clients' established goals. 5. Adjust the investment plan Investment consultants help customers evaluate the investment plan of the previous year, help customers understand whether the current investment environment and investment plan are in line with the current investment situation, adjust the investment plan according to the customer's financial management purpose or other requirements, and get the customer's approval and consent.