as the expert support staff of the wealth management center, the wealth consultant of the wealth management center forms a professional team with the account manager to improve the professionalism of the wealth management center's customer service, mainly engaged in the following work:?

first,? Customer service:?

(1)? Work with account manager * * * to make investment plans and explain them to customers, help customers analyze investment objectives and suggest various products. Further express the importance attached to customers, and reflect professionalism and team wisdom. ?

(2)? Work with the account manager to sort out customer assets and needs, establish contact with other line departments, and integrate? Resources to provide advice to customers with complex financial needs. ?

(3)? To meet customers' needs, we will provide professional services to customers with special needs, collect relevant materials, contact relevant product lines and partner units such as trust companies and securities companies, and establish a product library for account managers to provide customers with a variety of product choices. ? Second,? Improve the professional level:

(1)? In-depth knowledge of one or two business areas, while understanding other business areas. He is good at foreign exchange investment, and provides investment advice to clients in need in this respect. At the same time, he studies and tracks the fund market, screens valuable funds, establishes fund pools, and provides them to account managers as alternatives. ?

(2)? Participate in the conference call of wealth consultants organized by the head office and convey the spirit of the conference in time. ? (3)? Write and publish professional research reports on investment and financial management. ?

(4)?

Track and study market changes daily, and communicate with account managers and account managers in time.