投资顾问是做什么的
关键词：投资顾问是做什么的
大家有没有做过专项理财服务呢？在专项理财服务过程中，首先您会遇到的是投资顾问，他们参与您的整个投资过程，大家了不了解投资顾问是做什么的呢？
投资顾问是那些专门从事于提供投资建议而获得薪酬的人士，他们在专户理财服务中十分重要的角色，他们的任务就是，在大家接受专项理财的过程中，帮助大家达成财务目标。
投资顾问的具体职责：
1、帮助客户理解财务知识、投资知识、专户理财业务、投资机会以及一般的投资误区。
2、全面分析客户的财务状况和需求，为客户制定投资理财计划。
3、为客户解读投资管理报告，该报告包括投资组合的业绩表现、投资组合经理对投资业绩的评价与解释、对未来投资环境的判断。
4、根据客户的财务目标或投资期限，对投资方案作出一定的调整。
本文来源： 大田环球贵金属
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