移民理財策劃師經理

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10Person(s)

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工作內容:

就客戶需要,提供移民前後的資產管理建議

為客戶制定個人化的移民資金部署方案

舉辦移民相關的資產管理講座

一般文件處理,擬訂報告及宣傳品

為公司發掘潛在客戶

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