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当前位置:金号角网> 金融学院> 金融知识 > 英文财经词汇 > Retirement - 退休> Investment Consultant

恭喜湖南/长沙市【成功】需求金额200万元

恭喜湖南/长沙市【成功】需求金额200万元

恭喜湖南/长沙市【成功】需求金额300万元

恭喜湖南/长沙市【成功】需求金额200万元

恭喜湖南/长沙市【成功】需求金额1000万元

Investment Consultant

2020-08-03 编辑:网站编辑 有415人参与 发送到手机
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An advisor who helps investors with their long-term investment planning. An investment consultant, unlike a broker, does more in-depth work on formulating clients' investment strategies, helping them fulfill their needs and goals.

The idea behind an investment consultant is that they be part of the client's investment strategy for a long period of time. The consultant's job is to actively monitor the client's investments and continue to work with the client as goals change over time.