課ç¨å¤§ç¶±
粵港澳大ç£åç³»å å®å
å
ï¼ç²µæ¸¯æ¾³å¤§ç£å財å¯ç®¡çæ° æä»£ç客æ¶ç´°åãç財ç¢åã客æ¶é¢¨éªååå ±å好
Greater Bay Area Series Module 6: Greater Bay Area – Client Segmentation, Wealth Management Products, Risk and Return Preference in the New Era of Wealth Management
1. 大ç£åç財æè³æ
æ³
2. 馿¸¯éèæ¥èè·¨å¢ç財éçæ©é
3. 大ç£åçæ´»æ¶è²»åæ
4. å
§å°å®¢æ¶å人éè¡ç財ç¢ååæ
5. 客æ¶å¨ç財ä¸çéæ±åèæ¯
6. 客æ¶é¢¨éªå好水æºåé ææ¶ç
7. å
§å°è馿¸¯éè¡å¨é¢¨éªè©ç´çåå¥
8. 馿¸¯å±
æ°è³¼è²·å¤§ç£åæ¿å±æµç¨åæææ¹å¼