高端移民顧問的崗位職責是什么?
問 我(wo)最近在找工作(zuo),看到(dao)招聘高(gao)(gao)端(duan)移民(min)顧問(wen)(wen)(wen)的信息,請問(wen)(wen)(wen)下(xia)高(gao)(gao)端(duan)移民(min)顧問(wen)(wen)(wen)的崗(gang)位職責是什么?
答(da) 1、通(tong)(tong)過對高端(duan)私人客(ke)戶(hu)(hu)(hu)的(de)的(de)綜合理(li)財(cai)需求分析(xi),幫助客(ke)戶(hu)(hu)(hu)制訂資產配置方案(an)并向客(ke)戶(hu)(hu)(hu)提(ti)(ti)供(gong)投資建(jian)議; 2、通(tong)(tong)過各(ge)類渠道,接觸(chu)并篩選有效客(ke)戶(hu)(hu)(hu); 3、通(tong)(tong)過參與組織的(de)理(li)財(cai)沙龍(long)和理(li)財(cai)講座等活動(dong)的(de)籌備工作,提(ti)(ti)升客(ke)戶(hu)(hu)(hu)轉化率,維護(hu)良好健(jian)康的(de)客(ke)戶(hu)(hu)(hu)關系(xi); 4、通(tong)(tong)過持續跟進與服務,為(wei)客(ke)戶(hu)(hu)(hu)不(bu)斷提(ti)(ti)供(gong)專(zhuan)業的(de)理(li)財(cai)咨詢與服務; 5、根(gen)據業務要求,定期做(zuo)客(ke)戶(hu)(hu)(hu)回訪(fang),做(zuo)好老客(ke)戶(hu)(hu)(hu)維護(hu)和再開發,主(zhu)動(dong)、積極地為(wei)客(ke)戶(hu)(hu)(hu)提(ti)(ti)供(gong)各(ge)類理(li)財(cai)產品; 6、通(tong)(tong)過多(duo)種營銷模(mo)式、渠道和市(shi)場(chang)活動(dong),開發潛在有效客(ke)戶(hu)(hu)(hu)。