The account manager of a securities company is mainly responsible for developing and soliciting customers, selling wealth management products to customers, and may engage in some or all of the following activities under the authorization of the securities company:
(a) to introduce the basic situation of securities companies and securities markets to customers;
(two) to introduce the basic knowledge of securities investment and business processes such as account opening, trading and fund access to customers;
(3) Introduce the laws, administrative regulations, regulations of China Securities Regulatory Commission, self-discipline rules and relevant regulations of securities companies related to securities trading to customers.
(4) transmitting research reports and information related to securities investment uniformly provided by securities companies to customers;
(5) transmitting the promotional materials and related information of securities and financial products uniformly provided by securities companies to customers;
(6) Other activities that securities brokers can engage in as stipulated by laws, administrative regulations and the China Securities Regulatory Commission.
Responsible for expanding sales channels, developing new customers and selling financial products issued or sold by the company;
Responsible for transmitting the information of financial products and services of securities companies to existing and potential customers;
Responsible for providing reasonable financial advice to customers and realizing asset preservation and appreciation for customers;
Responsible for organizing and planning advanced marketing activities and developing high-end markets.