The main responsibilities of the bank wealth management manager are: completing daily transactions such as bonds, repurchase and deposits; Research, design and implement various investment strategies; Track the changes of macro-economy, monetary policy and credit risk, and provide investment advice in time; Implement various risk management systems in the investment process and strictly control risks; Write investment strategy report and portfolio report.
Extended data:
For example, a woman asks about personal foreign exchange financial products. Because it was the first time to buy this wealth management product, she asked many related and irrelevant questions. The financial manager should patiently and sincerely analyze the actual rate of return of various similar products on the market for her. After consideration, the lady decided to buy one.
Every bank has a special financial consulting department, which has a financial manager. The role of bank financial manager is very important and indispensable.
Baidu Encyclopedia-Bank Gold Financial Manager