What does a financial manager do?

In fact, the wealth management manager mainly completes the daily transactions of wealth management products; Track changes in policies, markets and risks; Provide timely investment advice; Make financial management and investment plans for customers; Promote the company's products to customers; Answer financial questions for customers; Write investment strategy report and portfolio report; Conduct research, design and implementation of various investment strategies.

If you want to invest in financial management, you can ask the financial manager how to invest, what products to choose, the risks of products, overdue income and so on. You can also entrust a financial manager to help with investment transactions and so on.

Responsibilities of the financial manager:

1. Responsible for the development, service and maintenance of high-net-worth wealth management customers, looking for qualified investors such as institutional wealth management managers of high-net-worth wealth management customers, and providing comprehensive financial planning services for qualified investors.

2. Expand financing channels, third-party institutions or individuals of financial institutions, and find qualified investors such as high-net-worth wealth management customers and institutional wealth management managers.

3. By analyzing the comprehensive financial management needs of high-end customers' private and institutions, help customers make asset allocation plans and provide investment advice to customers.

4. Be able to have a relatively complete habit of tracking and feedback on private placement products, and have good professionalism and professional feelings.

5. Have unique and objective sensitivity and interpretation ability to the wealth management industry.