Current location - Trademark Inquiry Complete Network - Tian Tian Fund - Real income of ant financial planner
Real income of ant financial planner
20-40k 13 salary. Provide customers with all-round services such as financial consultation, investment advice, financial analysis and planning through telephone/online services. Maintain high net worth customers, including collecting and managing customer data, analyzing and gaining insight into customer needs, etc. At the same time, do a good job in evaluating customers' risk preferences and financial status, and recommend appropriate asset allocation schemes to customers according to the evaluation results to improve their AUM. Maintain efficient communication with customers, establish good customer relations and enhance customer wealth management experience.