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SHANGZHI FENGYUAN Hainan Summit

SHANGZHI FENGYUAN (Beijing) Fund Sales Co., Ltd. Was established in April 2014. It is the 80th company in the country to obtain fund sales qualifications. It is an independent fund sales company specializing in wealth management and personalized wealth services.

While providing customers with one-stop wealth management consulting services, the company also tailors personalized wealth management and asset allocation plans for customers based on the customers' different asset conditions, investment preferences, risk identification capabilities, risk tolerance and liquidity requirements. Its products cover public funds and various trust asset management plans.

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Job Description
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  • 1 Day
    Duration of the Conference
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    Technical Specifications
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