What is the wealth consultant of Caitong Securities?

It is difficult for Caitong Securities to be a wealth consultant. Caitong Securities Wealth Consultant is a kind of wealth management service, which mainly provides wealth management and investment consulting services, aiming at helping customers make more wise investment decisions and gain more opportunities for wealth appreciation. As a wealth consultant, my main job includes understanding clients' financial situation and risk preferences, providing personalized financial planning and investment advice according to clients' needs and goals, and providing continuous tracking and services during the investment process. In addition, wealth consultants need to know the latest information of market trends and investment products through continuous study and research, and provide more professional and valuable services to customers. Therefore, it is challenging.