1. Serve the company's VIP customers, high-end customers developed by the marketing department, and expand new customers; Based on customer needs, we provide professional comprehensive financial and asset allocation services to meet their investment needs and achieve their specific financial goals; 3. Responsible for maintaining relationships with high net worth clients, continuously reviewing and optimizing asset allocation services, maintaining customer information in accordance with company regulations, and developing customer referrals; 4. Based on the dynamics of the financial market and financial products, provide product development recommendations to the company's financial product research and development center according to the personalized wealth management needs of high net worth customers; 5. Complete the performance indicators and other work tasks arranged by the company.