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1. to provide personal financial advice to high profile clients with wide range of professional knowledge in financial service products, such as stock, funds, capital investment entrant scheme, insurance, etc.
針對客戶個人需求，為其提供專業(yè)的股票、基金、投資移民、保險等金融理財建議；
2. develop potential clients through market promotion activities. response to clients’ request and feedback on time. maintain clients relationship effectively.
通過公司市場活動和業(yè)務(wù)渠道拓展客戶；及時回應(yīng)客戶需求和反饋意見，有效維護客戶關(guān)系；
3. to open and penetrate into the mainland market, bringing the professional and sophisticated financial knowledge to the potential market.
通過專業(yè)高質(zhì)量的金融知識和服務(wù)經(jīng)驗，開拓大陸市場，挖掘更多潛在客戶。