职位描述
1.Developing and maintaining business relationship with high-net-worth individuals, their families, family offices and corporates;
2.Deeply understanding customers' needs, providing customers with professional asset allocation suggestions, continuously providing excellent post investment services and establishing long-term service relationship;
3.Providing professional investment consulting and advisory services to potential customers to promote product sales and transaction;
4.Making full use of CICC's unique resources to meet customers' diversified financial needs.