You should also be familiar with various investment tools and products, such as insurance, securities, real estate and even stamps and gold. , as well as the mastery and application of relevant laws and regulations. Only by having considerable professional knowledge and keen insight and constantly updating what you have learned can you provide valuable information to customers.
Investment consultants provide clients with investment advice, such as trading opportunities, hot spot analysis, securities selection and risk warning. , it is forbidden to operate on behalf of customers. In other words, the advice provided by the investment consultant to the client is for reference, and the decision is made by the client himself. When customers bear losses and gains, securities companies can charge investment consulting service fees, including differential commissions and individual consulting fees charged according to the amount of assets or service period.
Extended data:
Introduction of investment consultancy business:
The business attributes of investment consultants have the characteristics of pertinence, particularity and non-publicity. The presentation process of private equity investment consultants is based on investment trust, guided by absolute investment ability and return on investment performance, assisted by consulting brands and back-office support services, and based on customer entrustment.
According to the agreement, provide customers with investment advice on securities and securities-related products, and obtain economic benefits directly or indirectly. Investment suggestions include the choice of investment varieties, investment portfolio and financial planning suggestions.
Private equity investment consultants are third-party asset managers between Public Offering of Fund managers and retail investors. They pay more attention to value investment than retail investors and trend investment than managers in Public Offering of Fund. They are different from Sunshine Private Equity Fund Managers. The clients' assets of securities investment consulting services in the business department of securities companies range from several billion to tens of millions, which is comparable to the asset management department of small domestic securities firms.
As private equity investment consultants, most of them have many years of actual trading experience and asset management experience of corresponding scale, and have certain financial information advantages, contacts and good reputation in the industry. The Interim Provisions on Securities Investment Consulting Business to be issued by China Securities Regulatory Commission will also provide basic institutional guarantee for private equity investment consultants.
This only belongs to another huge army of private equity funds. The huge talent gap in private investment consulting industry is being improved to some extent through the transformation of managers in Public Offering of Fund and the participation of private investment consultants and people of insight.
Baidu encyclopedia-securities investment consultant
Baidu encyclopedia-investment consultant