財富顧問的崗位職責是什么?

[崗(gang)位職責] ???解決者:熱心網友

我(wo)是學金融的,最近想去應聘財富(fu)(fu)顧(gu)問(wen),請問(wen)下財富(fu)(fu)顧(gu)問(wen)的崗位(wei)職責是什么?

1、負(fu)(fu)責信托、資管、基金等產品(pin)的銷售(shou)工(gong)(gong)作; 2、負(fu)(fu)責通過(guo)電話銷售(shou)的方式完成篩(shai)選潛在客(ke)戶工(gong)(gong)作和客(ke)戶邀約工(gong)(gong)作; 3、負(fu)(fu)責客(ke)戶維護等售(shou)后服務工(gong)(gong)作。