回复:回复:回复:wealth management advisor

来源: dudugaga 2012-01-06 10:54:31 [] [旧帖] [给我悄悄话] 本文已被阅读: 次 (248 bytes)
回答: 回复:回复:wealth management advisorwald2012-01-06 10:41:46

when you say targeting 30m, did you mean the fee target or general asset size. let's say if you client has 100 m under managed by you. Depends on what you invest, like fixed income, equity or gold. Bank will charge quarterly management fees.

所有跟帖: 

回复:回复:回复:回复:wealth management advisor -wald- 给 wald 发送悄悄话 (218 bytes) () 01/06/2012 postreply 11:06:48

回复:回复:回复:回复:回复:wealth management advisor -dudugaga- 给 dudugaga 发送悄悄话 (659 bytes) () 01/06/2012 postreply 11:15:20

回复:回复:回复:回复:回复:回复:wealth management advisor -wald- 给 wald 发送悄悄话 (35 bytes) () 01/06/2012 postreply 11:29:38

more like sales position, not easy to find clients. -SunshineInCA- 给 SunshineInCA 发送悄悄话 (55 bytes) () 01/06/2012 postreply 11:24:46

回复:more like sales position, not easy to find clients. -wald- 给 wald 发送悄悄话 (90 bytes) () 01/06/2012 postreply 11:33:34

回复:回复:more like sales position, not easy to find clients. -dudugaga- 给 dudugaga 发送悄悄话 (336 bytes) () 01/06/2012 postreply 11:46:41

回复:agreed, a sales position -jzc- 给 jzc 发送悄悄话 (37 bytes) () 01/06/2012 postreply 12:12:20

请您先登陆,再发跟帖!

发现Adblock插件

如要继续浏览
请支持本站 请务必在本站关闭Adblock

关闭Adblock后 请点击

请参考如何关闭Adblock

安装Adblock plus用户请点击浏览器图标
选择“Disable on www.wenxuecity.com”

安装Adblock用户请点击图标
选择“don't run on pages on this domain”