What does a securities account manager do?

The main work of the securities account manager: 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.

Education and training requirements: College degree or above in finance, securities and other related majors, with securities qualification.

Work experience requirements: familiar with basic financial knowledge related to securities, stocks and funds; Have certain financial experience or financial marketing experience; Have a wide range of customer resources; Good communication skills and customer development skills; Strong sense of responsibility, team spirit, able to work under pressure.