1. Complete the daily transactions of corporate or bank wealth management products;
2. Track the introduction of new economic policies, market changes and risk changes of wealth management products, and timely transmit information changes to the company or customers;
3. Financial managers need to provide timely investment suggestions and countermeasures for investors;
4. Formulate financial planning, investment planning and rational allocation of funds for investors;
5. For the sake of their own and the company's performance, the wealth management manager also needs to sell the company's wealth management products to investors to achieve performance appraisal;
6. Answer investors' knowledge about financial management, and answer investors' questions about financial management;
7. Write investment strategy report and portfolio investment report;
8. The remaining time is spent on the research, design and implementation of various investment strategies;
9. Actively cooperate with the company to complete various task indicators of financial products such as funds, bonds and trusts.
Financial manager refers to the staff who invite customers, promote the company's wealth management products and answer questions related to investment wealth management products according to the needs of market investment.
If a novice investor wants to conduct financial management, he can consult the financial manager or directly entrust the financial manager to conduct investment transactions on issues such as how to conduct financial management, how to choose financial products suitable for him, what risks there are in financial products, and what the expected income of each financial product is.
For example, when many financial managers start to contact or enter microfinance products, many don't quite understand. At this time, the importance of the financial manager is reflected. Finding a reliable financial manager to guide them can also help novice investors get started faster. At present, many people want to plan their own funds to achieve the purpose of maintaining and increasing the value of funds, but here we should remind everyone that investment and financial management also have certain risks. If it is not handled properly, it is likely to lose money. Therefore, novice Xiaobai had better find a financial manager to lead the way.