Financial Planning Consultant - Brussels

Alleen voor geregistreerde leden Brussels, België

1 maand geleden

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Key Responsibilities · 制定客戶導向的財富管理方案 · 協助根據客戶目標、風險承受能力及市場環境,參與制訂個人化財務規劃。 · 進行業務與市場分析 · 審視客戶投資組合、追蹤金融市場動向及解讀宏觀經濟數據,從而提出可行建議並提升財富顧問服務成效。 · 支援戰略規劃與實施 · 透過發掘市場機遇、優化客戶管理及協助推動方案實施,協同團隊推進業務增長計劃。 · 具備專業演示與報告能力 · 製作適用於內部工作及客戶交流的中英文報告材料、財務模型及建議書,展現分析與表達兼備的專業能力。 · 提升客戶關係管理技巧 · 學習商業談判技巧,協助維護 ...
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