Finance Consultant
1. Responsible for providing family wealth management and inheritance solutions for high-end clients, including wealth planning, asset allocation, and risk control consulting.
2. Based on the needs of target clients, executed family trust business implementation, including client needs analysis, due diligence, family trust structure and scheme design, drafting of relevant contracts, and project establishment.
3. Opened accounts through the internet, telephone, and other channels, while maintaining relationships with high-net-worth clients.