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.
针对客户个人需求，为其提供专业的股票、基金、投资移民、保险等金融理财建议；
2. develop potential clients through market promotion activities. response to clients’ request and feedback on time. maintain clients relationship effectively.
通过公司市场活动和业务渠道拓展客户；及时回应客户需求和反馈意见，有效维护客户关系；
3. to open and penetrate into the mainland market, bringing the professional and sophisticated financial knowledge to the potential market.
通过专业高质量的金融知识和服务经验，开拓大陆市场，挖掘更多潜在客户。