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 needs of high-end customers and private 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.
Requirements for financial managers:
1, college degree or above, with certain financial expertise.
2. Self-discipline, motivation, courage to undertake and complete the target responsibility, and be competent under certain pressure.
3. Have good customer communication, interpersonal communication and the ability to maintain customer relationships.
4. Customer-oriented, with strong persuasiveness and appeal.
5. Energetic, passionate, purposeful, indomitable and adaptable; Hard-working, persistent and determined to achieve work goals.