What are the main responsibilities of a financial adviser?
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What are the main responsibilities of a financial adviser?

What are the main responsibilities of a financial adviser?

Financial consulting business refers to the professional financial consulting company according to the customer’s own needs, standing in the customer’s point of view, using the company’s products and services and other social resources, for the customer’s daily operation and management, financial management and external capital operation and other economic activities of financial planning and program design. According to the scope and mode of financial consulting services agreed by both parties, act as the financial consultant of enterprises and directly provide daily consulting services and special consulting services for enterprises.

The work of a financial consultant mainly includes the following aspects:

1. Conduct due diligence research and write the feasibility report of share reform for Party A;

2. Draft Party A’s equity structure and joint stock company establishment plan;

3. Prepare party A’s financial adjustment plan;

4. Assist in the selection of audit, evaluation, lawyers and other intermediary agencies, and complete the audit, evaluation and legal reports that meet the requirements;

5. Assisting in selecting sponsors (coaching securities firms) and providing pre-listing financial advisory services.

Conditions for selecting a suitable financial adviser in the process of stock reform and listing:

1. Familiar with the characteristics of domestic and foreign capital markets, listing rules and specific details of each link;

2. Have the professional ability to conduct due diligence, be good at exploring the potential advantages of the enterprise, and be able to put forward the overall plan of share reform and listing that meets the basic requirements of the international and domestic capital market.

3, have enough business network and cooperative relationship, according to the characteristics and requirements of the enterprise to choose the right intermediary agencies — sponsors, underwriters, lawyers, accountants, etc.;

4, to provide long-term consulting services rather than just immediate interests, for the long-term development of the enterprise, and grow together with the enterprise, to provide a complete, systematic, long-term strategic planning and corresponding financial consulting services, and to provide enterprises with short-term and future development analysis and corresponding independent opinions;

5. Experienced in practical operation, able to provide a variety of solutions to various difficulties encountered in the process of stock reform and listing.

6, good performance, reasonable fees, customers have a good reputation.