Financial advisory service refers to professional financial institutions providing customers with professional services such as financial analysis and planning, investment advice and personal investment product promotion. Professional financial institutions include banks, securities, insurance and third-party financial institutions. Financial advisory service is a professional service for individual customers, which is different from general business consulting activities such as product introduction, publicity and promotion for selling savings deposits and credit products. After accepting the financial advisory service provided by financial personnel, customers manage and use their own funds to obtain and bear the resulting benefits and risks.
The work of the financial adviser mainly includes:
1, talk and communicate with customers, master customer information, analyze customers' basic situation, master customers' financial objectives and needs, and provide financial advice to customers; Guide customers to record financial revenue and expenditure and assets and liabilities accounts, analyze customers' financial revenue and expenditure, and judge customers' financial situation. /
2. Design the feasibility scheme independently according to the customer's demand, and give specific operation guidance. Collect customer feedback in time, analyze the implementation results of the scheme and write a report.