(2) Department managers, account managers and financial specialists of banks: Department managers, training managers and account managers of personal banking departments of banks providing personal financial services are expected to become one of the first RCAs of private banks. After that, they will train financial planners and account managers in the system and become licensed analysts serving high-value customers.
(3) Investment consultants of securities companies: At present, there are 107 securities companies in China, and some securities analysts in the institute will easily transform into RCA, while the account managers in the brokerage business department and asset management department will become RCA to complete the strategic transformation of securities companies to integrated financial services and securities underwriting after the fee reduction.
(4) Professionals and sales service personnel of fund companies: At present, 59 fund companies in China manage 680 funds, most of which are open-end funds. At present, the sales of funds are mainly bank sales or direct sales. In the case of rich fund varieties and active trading, the fund company will definitely establish a service team for distributors and direct sales, and some excellent RCA analysts will be born in this team to provide professional and reliable information; At the same time, due to the diversification of fund varieties, a number of neutral personal financial management companies will be born, and the professional opinions of analysts will be more convincing than those of financial planners.
(5) Professionals of intermediary consulting companies: RCA's fair and customer-oriented service concept will make RCA abound among professionals of some intermediary institutions, including accounting firms, law firms, private equity funds, wealth management companies, market research companies, investment consulting companies, enterprise management companies, training companies and some intermediary consulting institutions, so as to share the benefits of training analysts.
(6) Other people who are interested in being analysts are interested in joining young entrepreneurs in the world's top 500, financial industry, law firms and other high-paying fields.