What qualifications do financial advisors have?

① What conditions do you need to be a financial investment consultant to attract clients?

Make phone calls without listening. . . non-stop. . . non-stop. . . I kept typing from the time I got to work until I got off work.

Catch any customer who has even a little bit of intention, even if he is bored listening to you.

For some customers you can talk to, call them regularly, chat more, pay attention to the scale, don't make people annoying, be optimistic about the time when you call, think about it yourself, and stick to it. He becomes your client or he asks you to leave him alone in the future.

It takes time to accumulate customers, especially those who have just entered this industry, so don’t be impatient. Even a person who is so eloquent that the sky is the limit is not as good as a person who can persevere. It is normal to open orders after a few months. If you persevere, you will succeed, otherwise you will be eliminated by yourself.

Finally, you need a little bit of luck. Luck lies in the number of phone calls you make every day. Just look for the needle in the haystack.

This industry is full of waves, and those who are impatient will be eliminated. . . I wish you success

② What are the requirements for an investment advisory assistant? I am a junior in college, studying finance...

What are the requirements for an investment advisory assistant? I am a junior in college, studying finance...

Clean up old habits and five lectures, four beautiful trees, bid farewell to the old and welcome the spring. Orioles sing, green willows, purple swallows pruning the spring breeze, singing and swallows dancing

③ What are the work contents of a financial headhunting consultant? What kind of person is suitable?

Job content of a headhunting consultant

1. Responsible for analyzing customer information in target industries and studying customer needs;

2. Responsible for market development , establish entrusted recruitment agreements with customers and maintain good customer relationships;

3. Collect and analyze detailed information about customer needs from clients and implement effective recruitment actions;

4 . Confirm the abilities and qualifications required for the position from the client's recruitment needs, analyze the market and establish the direction and goals of the search;

5. Instruct assistants to use effective tools to search and screen candidates in a planned manner ;

6. Accurately communicate the client’s recruitment needs, conduct interviews and evaluations for candidates, and determine suitable candidates through effective matching;

7. Conduct candidate selection Salary coordination and negotiation work;

What kind of person can be a financial headhunting consultant?

The threshold for financial headhunting consultants is very high, requiring keen vision, rich sales and customer management experience, good communication skills and a broad interpersonal network.

Most of the main operators of headhunting companies are headhunting consultants, and some are from corporate HR. They started their own headhunting companies directly from the company.

A good financial headhunting consultant should have rich experience, have held high-level positions in many companies, or have a good background as a human resources manager, be able to provide career development guidance and interview coaching, and be able to work closely with the company. Build a good bridge between talents and play a better coordination role.

Headhunting consultants are entrusted by clients to find talents. They not only need to contact the client's senior executives, but also need to contact many middle- and senior-level talents in the industry. This requires some knowledge of the client's industry, as well as human resources and business management. Have a more mature view.

④ How to be a good financial consultant for enterprises

First of all, you must learn the relevant theoretical knowledge of finance and compare the differences between China and foreign countries. Secondly, you must understand the latest national financial policies. Provide unique insights.

⑤ What does a financial consultant do?

Financial consultants are developers of the financial industry’s marketing department. Their main job is to help customers design how to manage their finances, how to interact with financial institutions, and to find customers. Potential value, and achieve cooperation knowledge, help and maintain daily communication needs between the unit and customers.

⑥ What are the job requirements for the "financial consultant" position provided by Internet financial companies and what kind of promotion and development space can a bachelor's degree in mechanical engineering be qualified for?

1. The job of a financial consultant is related to Communicate with customers, provide guidance on financial management based on the customer's situation and needs, and resolve customer feedback and follow-up matters. Internet financial companies mostly communicate with customers through the phone and the Internet.

2. Knowledge requirements: Have basic knowledge of economics, finance, insurance, investment, accounting, finance and taxation, etc.

3. Certificate requirements: Specific according to the company Requirements vary from company to company. The basic ones include securities, insurance, and banking certificates, or relevant experience.

4. Promotion and development space: Financial planners (chfp) are divided into three levels, namely assistant financial planner, financial planner and senior financial planner. Financial consultants can not only show their talents in the fields of insurance, securities, banking and finance, but also develop in the direction of management consulting and financial consulting.

5. There is no hard requirement for your major, but there is a big difference between mechanical and financial majors. If you want to find a financial job, you must learn more financial knowledge independently and obtain relevant certificates. After all, the company focuses on personal abilities. You can also combine it with your own major, such as doing industry research.

⑦ What are the requirements for working as a financial consultant now?

If you have never done it before and do not have relevant academic qualifications,

That is very difficult. It’s difficult. You need to have certain professional knowledge.

You also need other certificates. There is no other way

⑧ How can a financial consultant be qualified for this position?

Manage your finances well and take them seriously, and you must do the same with your employees. You don’t have to worry about these, as long as you are willing and trustworthy

⑨ What are the requirements or conditions for financial advisors?

Financial investment consultants play a very important role in dedicated account financial services. When customers receive special account financial services, the first service provider they encounter is the investment consultant, and the communication and communication between the investment consultant and the customer will run through the entire service. The task of an investment advisor is to help clients achieve their financial goals, and for this purpose he needs to maintain comprehensive and in-depth communication with clients at all times.

Its responsibilities are as follows:

1. Investor education. Investment consultants help customers understand financial knowledge and investment common sense, and understand the special account financial management business; help customers understand investment opportunities and general investment misunderstandings; guide customers to understand and evaluate risks.

2. Comprehensive needs analysis. Comprehensively understand customers' financial status and needs, and help customers determine financial goals.

Tailor-made investment plans. Develop investment plans for customers based on comprehensive customer needs reports. The investment consultant will explain in detail the basis for formulating the investment plan to the client, fully communicate with the client and reach an agreement.

3. Interpret investment management reports. Each client's specific investment portfolio will issue a portfolio report within a specified period. This report not only includes the performance of the investment portfolio in the past time period, but also includes the portfolio manager's evaluation and explanation of the investment performance. Judgment of the future investment environment. The investment advisor will help the client interpret this report and help evaluate whether the investment portfolio operation meets the client's goals.

4. Adjust the investment plan. The investment advisor will help the client review the investment decisions of the previous year and determine whether to maintain the current asset allocation or make adjustments based on changes in the client's financial goals or investment horizon.

5. Investment consultants lead the development of special account financial services, promote the progress of various services, and are the bridge of communication between customers and the entire special account financial services team.