高級財富顧問的崗位職責是什么?

[崗位(wei)職責(ze)] ???解決者:熱心網友

最近看到有招聘高級(ji)(ji)財(cai)(cai)富(fu)顧問(wen)(wen)的(de),想咨詢(xun)一(yi)下大家,高級(ji)(ji)財(cai)(cai)富(fu)顧問(wen)(wen)的(de)崗位(wei)職責是什么?

答(da) 1、通(tong)過(guo)公司(si)的專(zhuan)業(ye)化培(pei)訓,開拓(tuo)目標市場,根(gen)據客戶(hu)的需(xu)求,為中高端客戶(hu)群(qun)體提(ti)(ti)(ti)供(gong)(gong)(gong)專(zhuan)業(ye)化顧問(wen)式(shi)咨詢(xun)和理(li)財(cai)服(fu)務; 2、負責貴(gui)賓客戶(hu)維護提(ti)(ti)(ti)升(sheng)工(gong)(gong)作,為貴(gui)賓客戶(hu)提(ti)(ti)(ti)供(gong)(gong)(gong)專(zhuan)業(ye)化的理(li)財(cai)服(fu)務工(gong)(gong)作 3、通(tong)過(guo)對客戶(hu)的綜合(he)理(li)財(cai)需(xu)求分析,說明客戶(hu)制(zhi)訂資(zi)產配置方案并(bing)向客戶(hu)提(ti)(ti)(ti)供(gong)(gong)(gong)投資(zi)建議; 4、負責與客戶(hu)的后續(xu)跟蹤服(fu)務 5、入(ru)職(zhi)同事有(you)持(chi)續(xu)進修(xiu)及考證(zheng)的要求(香港保(bao)監(jian)會(hui)(hui)及證(zheng)監(jian)會(hui)(hui)牌照,AFP,CFP等)