理财师
Current1、服务于公司VIP客户及高价值个人客户，为高价值个人客户提供全方面金融理财服务；2、通过与客户沟通，了解客户在家庭财务方面存在的问题以及理财方面的需求；3、根据客户的资产规模、生活目标、预期收益目标和风险承受能力进行需求分析，出具专业的理财计划方案，推荐合适固定期限收益类的理财产品；5、定期与客户联系，报告理财产品的收益情况，向客户介绍新的金融服务、理财产品及金融市场动向，维护良好的信任关系。
Jun 2015 - Present
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周富伟 Email & Phone Number
北京恒昌汇财投资管理有限公司 - 理财师
at
北京恒昌汇财投资管理有限公司
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Current company
Role
北京恒昌汇财投资管理有限公司 - 理财师
Location
Zhengzhou, Henan, China
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周富伟 is listed as 北京恒昌汇财投资管理有限公司 - 理财师 at 北京恒昌汇财投资管理有限公司, a company with 628 employees, based in Zhengzhou, Henan, China. AeroLeads shows a matched LinkedIn profile for 周富伟.
周富伟 previously worked as 理财师 at 北京恒昌汇财投资管理有限公司 and 总经理 at 郑州理工商贸有限公司.
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北京恒昌汇财投资管理有限公司
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About 周富伟
本人性格开朗、沉着稳重、做事谨慎，待人热情真诚，有良好的人际交往能力。工作认真负责，能抓住重点；能吃苦耐劳，有较强的组织能力、实际动手能力和团体协作精神。
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北京恒昌汇财投资管理有限公司
2 roles
周富伟 work experience
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总经理
郑州理工商贸有限公司
Sep 2014 - Jun 2015
FAQ
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What company does 周富伟 work for?
周富伟 works for 北京恒昌汇财投资管理有限公司.
What is 周富伟's role at 北京恒昌汇财投资管理有限公司?
周富伟 is listed as 北京恒昌汇财投资管理有限公司 - 理财师 at 北京恒昌汇财投资管理有限公司.
Where is 周富伟 based?
周富伟 is based in Zhengzhou, Henan, China while working with 北京恒昌汇财投资管理有限公司.
What companies has 周富伟 worked for?
周富伟 has worked for 北京恒昌汇财投资管理有限公司 and 郑州理工商贸有限公司.
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