Real investment consultants should be familiar not only with financial products, but also with various investment tools and products, such as insurance, securities, real estate and even stamps and gold. , and should be familiar with the mastery and application of relevant laws and regulations. Only when you have considerable professional knowledge and keen insight, and can constantly update what you have learned, can you provide valuable information to customers. Behind an excellent investment consultant, there should be a strong data and policy platform as a support to ensure that the scheme formulated for customers avoids possible risks.

An investment consultant is a person who gets paid by providing investment advice. Mainly responsible for investor education, comprehensive demand analysis, interpretation of investment management report, adjustment of investment plan, etc. It is a very important role in special account financial services.

When customers receive special financial services, the first service provider they meet is the investment consultant, and the communication between the investment consultant and customers will run through the service. The task of an investment consultant is to help clients achieve their financial goals.

References:

Baidu encyclopedia-investment consultant