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- Job Duty 主要職責 Key Responsibilities -提供基本保險產品服務,全面財富及理財分析 Provide basic insurance services, comprehensive wealth and financial management analysis -了解客戶的需要,安排合適的投資方案,包括財富管理,資產管理,退休計劃及儲蓄計劃等 Provide clients with suitable investment plan, including wealth management, r...