理財專員最主要的工作為分析客戶理財需求、尋覓穩健理財方法， 協助客戶順

理財專員最主要的工作為分析客戶理財需求、尋覓穩健理財方法， 協助客戶順利達成節稅、保險、投資組合設定以及資產配置等理財 目標。為了滿足客戶不同階段的需求，理財專員必須充分了解各式 金融商品，並為其選擇合適的理財工具，並充分解釋投資相關風險 及稅務問題。理財專員必須勤勞的開拓客戶、拓展客源，除了個別 拜訪的方式外，通常也會進行團體銷售，亦即透過辦說明會方式， 將銀行的投資理財產品介紹給企業員工。

結果 (英文) 1:

Banking Commissioner most important work for the analysis of the financial needs of customers, looking for prudent financial management approach
to help customers successfully achieve tax savings, insurance, investment portfolio and asset allocation set financial
goals. In order to meet the needs of customers at different stages, financial commissioner must fully understand the various types of
financial products, and its select the appropriate financial tools, and fully explain the risks associated with investment
and tax issues. Banking Commissioner must industrious pioneering customers, expanding the customer base, in addition to individual
foreign visit of way, will usually conduct group sales, that would explain the way through the run,
the bank's investment products introduced to the employees.

結果 (英文) 2:

The main job of the financial expert is to analyze the financial needs of customers and find sound financial management methods.
Assist clients to successfully achieve tax savings, insurance, portfolio setting, and asset allocation
Goal. In order to meet the needs of customers at different stages, financial professionals must have a good understanding of the various
Financial goods and choose the right financial instruments for them and fully explain the risks associated with investment
and tax issues. Financial commissioners must diligently open up customers, expand the source of customers, in addition to individual
In addition to the way of visiting, group sales are usually carried out, i.e. through the manner of the presentation,
Introduce the bank's investment and wealth management products to the employees of the enterprise.

結果 (英文) 3:

The main work of the financial specialist is to analyze the financial needs of customers and find a sound financial management method,
Assist customers to achieve tax saving, insurance, portfolio setting and asset allocation
Objectives. In order to meet the needs of customers at different stages, financial managers must fully understand all kinds of
Financial products, and select appropriate financial instruments for them, and fully explain investment related risks
And tax issues. Financial managers must be diligent in developing customers and sources of customers, except for individual
In addition to the way of visiting, group sales are usually carried out, that is, through the way of holding a presentation,
Introduce the investment and financing products of the bank to the employees of the enterprise.