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Personal Wealth Management个人理财 1
[摘要]
I. Product of Marketing 一、营销产品
Personal Wealth Management 个人理财
II. Client’s Background Information 二、客户背景
1.Name:Xie Guo An
2.Sex: Male
3.Age: About fifty year...
I. Product of Marketing 一、营销产品
Personal Wealth Management 个人理财
II. Client’s Background Information 二、客户背景
1.Name:Xie Guo An
2.Sex: Male
3.Age: About fifty years old
4.Occupation: General manager of a state-owned enterprise
5.Education: University
6.His yearly income is 150,000 RMB yuan. His wife is a unit clerk with income of 18,000 RMB yuan. 1、谢国安
2、性别：男
3、年龄：50岁左右
4、职业：某国有企业总经理
5、文化程度：大学本科
6、他年收入150,000元人民币；妻子为事业单位职员，年收入18,000元人民币。
III. Main Points of Marketing 三、营销要领
Ladies and gentlemen, good afternoon! I am Zhang Min from North City Savings Office. Now I work as a manager on duty. Today I will introduce our personal wealth management service to Mr. Xie who has some special needs here for help. 女士们，先生们，下午好！我叫张敏，来自城南储蓄所，目前的岗位是大堂经理。今天，我将根据我接待的谢先生的具体情况，向他营销我行的个人理财产品。
IV. Content of Speech 四、演讲内容
Hello! Mr. Xie. My name is Zhang Min，a manager on duty here. Nice to meet you. I learn from you that you have a successful undertaking with a good income. So you are too busy to manage your assets. Based on that, I think our personal wealth management fits you very well, which provides you all-round , specially-tailored financial services for valued customers like you. We arrange and plan your money income to meet various needs in different periods. 谢先生，您好！我叫张敏，是这里的大堂经理，很高兴认识您，并希望有机会为您服务。在与您的交谈中，我了解到，您属于事业成功人士，收入水平很高，工作也十分繁忙，没有时间和精力打理自己的资产。根据您的情况，十分适合使用我行的个人理财产品，它可以为您提供全方位，度身定制的综合金融服务，您所有的金融需求将由我们为您合理安排、策划，满足您不同时期的各项需求。
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