Sacramento Economic Manager Assistant

We are a rapidly growing real estate and insurance financial management team in Sacramento. Must have basic English reading and writing skills. Qualified assistants are trained to work in assistant positions. 1. Develop and maintain high-net-worth customers and institutional customers (financial institutions, listed companies, etc.), and establish long-term good relationships with customers; 2. Understand the investment needs of customers in their families and institutions through communication with customers; 3. Conduct demand analysis based on the customer's asset size, expected return target and risk tolerance, and provide customers with professional asset allocation services based on the company's high-quality resources; 4. Regularly contact customers to inform them about the income of financial products, introduce new financial services, financial products and financial market trends to customers, and maintain a good trust relationship; 5. Complete performance appraisal indicators according to company systems. Reminder: Don’t rush to remit money or pay a deposit before seeing the real thing to avoid being cheated.