Its main function is to develop and attract customers, sell wealth management products to customers, and engage in some or all of the following activities under the authorization of securities companies:
(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.
Work content:
(a) responsible for expanding sales channels, developing new customers and selling financial products issued or sold by the company;
(2) To be responsible for transmitting information on financial products and services of securities companies to existing and potential customers.
(three) responsible for providing reasonable financial advice to customers, to achieve asset preservation and appreciation for customers;
(four) responsible for organizing and planning advanced marketing activities and developing high-end markets.
Professional requirements:
Education and training: College degree or above in finance, securities and other related majors, with securities qualification.
Work experience: 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.
Salary quotation:
The income of a successful account manager is very considerable. The income of an account manager does not depend on the position, whether the boss appreciates it or not, but entirely on the value of the customers he owns. The salary of securities account managers generally consists of "basic salary+commission (stock commission+fund commission)+year-end profit dividend".
Development prospect:
From the perspective of development prospects, the financial services industry can be said to be one of the industries with the greatest development potential in China. In the next five to ten years, China's personal investment and financial consulting industry can reach the market scale of several billion yuan per year. This is a huge market by any standards.
More importantly, this market is still in its infancy, and there are not many account managers who really focus on this market development. For account managers who get involved in this market in time, their leading edge will be very obvious.
In addition, the account manager has strong independence. Many people would rather make less money than be their own bosses, because then they can act without looking at other people's glances and have the greatest independence. As an account manager, you can say that you have your own business and be your own boss.
Extended data:
Request a
Job responsibilities:?
1: develop securities trading customers through independent channels or channels provided by the company (bank residence); ?
2. Responsible for the sales of financial products and the maintenance of the relationship between the stagnation channels, and provide professional financial services to customers;
3. Responsible for providing clients with services related to the development of securities brokerage business and innovative business;
4. Collect market information, understand the needs of investors, and participate in planning marketing activities. ?
Requirements:?
1: qualified for securities business; ?
2. College degree or above, major is not limited, and those with marketing experience are preferred; ?
3. Cheerful, enterprising, optimistic and persistent;
4. Love the securities industry, and aspire to long-term commitment to the securities industry.
Treatment:
1: the basic salary without responsibility is 3500+ commission (15%-35%)+ effective household bonus+asset bonus+wealth management product sales bonus+five insurances and one gold, and the salary is not capped;
2. Promotion space: account manager, channel manager, regional manager, marketing director and head of sales department;
3: Saturday and Sunday are closed, and the work place can be Luohu or Yantian.
Request b
Job responsibilities:?
1. Attend relevant vocational qualification training courses organized by the company;
2. Complete customer recruitment and customer service through marketing channels or independent marketing provided by the company;
3. Customer service includes providing customers with one-on-one financial professional services, providing customers with various financial products that meet their needs, and becoming their exclusive financial planner; ?
4. Provide enterprises with financing and investment channels related to institutional business; 5. Meet the needs of the company's innovative business (including the New Third Board, corporate private debt, agreement repurchase, private fund custody, bank outsourcing business, etc.). ); ?
Requirements:?
1, bachelor degree (excellent students can be relaxed to junior college); ?
2. Honest and upright, diligent and practical, and proactive in working attitude; ?
3. Good language expression and communication skills; ?
4. Be able to work under strong pressure and have good securities marketing skills;
5. Those with securities qualification certificate are preferred (those without qualification certificate can participate in the pre-test training class for free). ?
Entry process: interview-qualified interview-joining the pre-examination training plan for securities practitioners-taking the qualification examination for securities practitioners-signing employment-post-employment vocational training?
Company benefits:?
1. Basic salary account opening award commission wealth management product sales award quarterly bonus year-end bonus benefits (holiday fee social security subsidy)?
2. Training mechanism: qualification examination counseling training, pre-job training, skills upgrading training, annual training and team leader training, marketing manager training, and investment consultant professional lecturer training; ?
3. Excellent promotion channels: provide promotion for management and analysis consulting positions, as well as promotion within the group.
Baidu encyclopedia, securities account manager