Its responsibilities are as follows:
Investor education
Investment consultants help customers understand financial knowledge and investment common sense, and understand the special account wealth management business; Help customers understand investment opportunities and general investment misunderstandings; Guide customers to understand and evaluate risks. [ 1]
Comprehensive demand analysis
Fully understand the customer's financial situation and needs, help customers determine their financial goals and tailor their investment plans. According to the comprehensive customer demand report, make investment plans for customers. The investment consultant will explain in detail the basis for making an investment plan to the client and fully communicate with the client to reach an agreement.
Interpretation of investment management report
Each customer's specific portfolio will produce a portfolio report within the specified period, which includes not only the performance of the portfolio in the past time period, but also the portfolio manager's evaluation and explanation of the investment performance and the judgment of the future investment environment. The investment consultant will help the client interpret this report and evaluate whether the operation of the portfolio meets the client's objectives.
Adjust the investment plan
The investment consultant will help the client review the investment decision of the previous year, and decide whether to maintain the current asset allocation or make adjustments according to the changes of the client's financial objectives or investment period.
Investment consultants lead financial services from beginning to end, promote the progress of various services, and act as a bridge between customers and the entire financial services team in the special account.