CFP 證照怎麼考?CFP、AFP 理財規劃師證照和未來職涯介紹
Supports all aspects of pension consulting work including design and planning of benefit strategies, drafting correspondence to clients on a range of consulting issues, preparing agendas, papers and minutes for trustees’ meetings. 2. Attends and participates in client meetings with consultant. 3. Liaises with businesses to deliver a streamlined service to clients. 4. Deals with routine queries received from clients, scheme members, third parties and other Mercer businesses. 5. Delegates work to more junior colleagues. 【國內通路】個