你的个人客户经理,是愿意帮助你!
成功的财富管理有赖于客户经理与客户的个人关系。
Successful wealth management relies on the personal relationship of the relationship manager to the client.
经纪人记录簿记录客户经理为客户进行的每一笔交易的手册。该“手册”还记录他们的个人和财务档案。
Broker's book Record kept by an AE of every transaction conducted for his clients. The "book" also contains their personal and financial profile.
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