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通過與(yu)客(ke)戶(hu)(hu)的(de)溝通和現場調(diao)查，分(fen)析(xi)融(rong)(rong)(rong)資(zi)(zi)(zi)的(de)可行(xing)性，與(yu)客(ke)戶(hu)(hu)簽訂融(rong)(rong)(rong)資(zi)(zi)(zi)顧問合(he)同(tong)，然后上會，提(ti)(ti)出幾種(zhong)可能的(de)融(rong)(rong)(rong)資(zi)(zi)(zi)途徑，對比分(fen)析(xi)各種(zhong)途徑下(xia)的(de)資(zi)(zi)(zi)金來源、融(rong)(rong)(rong)資(zi)(zi)(zi)時(shi)間和融(rong)(rong)(rong)資(zi)(zi)(zi)費(fei)用(yong)，向客(ke)戶(hu)(hu)提(ti)(ti)出最優的(de)融(rong)(rong)(rong)資(zi)(zi)(zi)方案(an)，同(tong)時(shi)還提(ti)(ti)供與(yu)融(rong)(rong)(rong)資(zi)(zi)(zi)相關的(de)其他(ta)顧問服務：包括賬戶(hu)(hu)開立、資(zi)(zi)(zi)金結算等，利率、匯率走勢分(fen)析(xi)等，提(ti)(ti)供一攬子的(de)金融(rong)(rong)(rong)服務。