How to be an excellent customer financial manager?

How can we become a financial manager trusted by users?

As we all know, financial managers play an extremely important role in the financial industry chain. In order to make customers, especially high-net-worth people, trust you, in addition to certain professionalism, there are also higher standards for the ability of financial managers. How to become a financial manager trusted by customers? You need to have the following abilities!

Ability to control risks

Most customers are unfamiliar with wealth management products and have no clear understanding of benefits and risks. As a professional financial manager, first of all, you should have the ability to control risks: by quickly understanding different products, clear the characteristics and risks of each product, and how to allocate assets for users, so as to help users do a good job in wealth management.

Macro-analysis ability of the market

The financial environment is unpredictable. As an ordinary user, the sensitivity to financial markets is definitely lower than that of financial managers. Therefore, if you want to become a financial manager trusted by users, you should also have the macro-analysis ability of financial markets; When something happens in the financial market, we can make timely judgments according to the general trend, fine-tune different products under the overall framework, and ensure the safety of customer assets to the maximum extent.

Be a financial planner who can communicate.

As a financial planner, you are a talking communicator first, and then a seller who can sell products. If you want to win the trust of customers and improve the order closing rate, you can learn from the following communication skills:

① Listen carefully: When users speak, they should listen attentively.

2 Maintain respect: Regardless of whether the order is closed or not, in the process of communication, the financial planner and the customer are in an equal position. You should respect customers as well as customers. If the other party doesn't respect you, you can remind them appropriately;

③ Rational communication: Be rational when communicating with users, and don't bring personal feelings into unnecessary disputes with users;

4 Patience: When you explain something that is not easy for customers to understand, the financial planner should be patient and explain it twice or many times in more popular sentences until the customers understand it.

Keep calm

Wealth management market and capital market are closely linked. If the capital market changes slightly, the wealth management market will also bring corresponding changes. In the face of market changes, as users, there may be panic and fidgeting; But financial managers should always keep calm. After all, in the financial field, you are the mentor of customers. If you are not calm, how can you make users trust you? What financial planners need to do is to calm down and think about the possible reasons for this situation and the subsequent solutions to minimize the loss of users.