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工作職責： • 專為高端客戶提供全方位財富及投資產品分析服務 (包括外部資產管理、家族 信託、資產轉移規劃服務、家族的繼承管理服務及稅務籌劃)，使其資產能夠. 順利地進行傳承、保值和增值。 • 開拓團體醫療保障及僱員褔利...