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通(tong)(tong)過與客(ke)戶的(de)(de)溝通(tong)(tong)和現場調查，分析(xi)融(rong)(rong)(rong)資的(de)(de)可(ke)(ke)行性，與客(ke)戶簽訂融(rong)(rong)(rong)資顧問(wen)合同(tong)，然后上(shang)會，提(ti)出(chu)幾種可(ke)(ke)能的(de)(de)融(rong)(rong)(rong)資途徑(jing)，對(dui)比分析(xi)各種途徑(jing)下的(de)(de)資金(jin)來源、融(rong)(rong)(rong)資時間和融(rong)(rong)(rong)資費用(yong)，向客(ke)戶提(ti)出(chu)最(zui)優的(de)(de)融(rong)(rong)(rong)資方案(an)，同(tong)時還(huan)提(ti)供與融(rong)(rong)(rong)資相關的(de)(de)其他顧問(wen)服務：包(bao)括賬戶開立、資金(jin)結算(suan)等，利率、匯率走勢分析(xi)等，提(ti)供一攬子的(de)(de)金(jin)融(rong)(rong)(rong)服務。