岳同學(xué)
2020-11-02 11:28請問這題這樣寫是否足夠? Determine the client segment or adviser type that is most appropriate for each stage of Sili’s plan. Justify each response. 1. Stage 1: this stage belongs to robot-advisor. The client’s asset value is below $250,000 level and the client construct his portfolio with ETFs, Mutual funds, and low-cost alternatives; 2. Stage 2: this stage is a mass affluent segment. The client’s asset is between $250,000 to $1mn and the client starts having a need for financial plans; 3. Stage 3: this is stage is a high-net-worth client. The client’s asset is between $1mn to $10mn and the client has specific financial services; 4. Stage 4: this stage is ultra-high-net-worth. The client’s asset is above $50mn and the client has needs for highly customized financial services.
所屬：CFA Level III > Private Wealth Management 視頻位置 相關(guān)試題
來源： 視頻位置 相關(guān)試題
1個回答
Nicholas助教
2020-11-02 17:15
該回答已被題主采納
同學(xué)，下午好。
以下表述僅代表個人觀點：
如果此處需要解釋，建議同學(xué)這部分寫作按照如下套路，類型+說明+解釋
1.寫出客戶類型，直接寫類型名稱即可；
2.寫出該類型一般的特征，可參考解答或者是原版書中的標(biāo)準(zhǔn)語句；
3.寫出該類型與文中客戶契合的特征，可以證明你的分類觀點的，比如資金規(guī)模等。
致正在努力的你，望能解答你的疑惑~
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