The work content basically revolves around the wealth management needs of investors. Mainly gathered in banks (four major state-owned city commercial banks), wealth institutions (Noah, Hengtian, Haomai), asset institutions (insurance, brokerage, fund companies), including some emerging Internet financial institutions (CreditEase, Pratt & Whitney P2P), and began to have financial managers to greet the aunts and uncles.
A few people who really get all kinds of financial qualification certificates will serve customers from the perspective of financial specialty. Mature personal financial planners can serve not many customers (but hundreds), safeguard old customers and introduce some customers occasionally. Most of my energy is focused on meeting customers, studying, managing property for customers and tracking the existence of customers.
Most people with the title of financial planner are engaged in product sales with less than five years' experience. Under the pressure of the company's performance, they called strangers to find new customers, encouraged customers to buy in buy buy, and only bought their own products, especially those with high commission. Then do some errands, help customers sign contracts and run processes. Then continue to explore new customers.