综合理财服务
综合理财服务
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论构建个人综合理财服务过渡性平台
On Constructing Personal Comprehensive Financial Operation Service Transitional Platform
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银行个人理财业务如果按照管理运作手段划分,则可以划分为理财顾问服务和综合理财服务两类。
The personal financial management business of the Commercial Banks can be divided into financial management consultancy services and comprehensive financial services .
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通过构建个人综合理财服务平台整合金融服务资源,有利于降低金融市场交易成本,提高个人理财服务效率,充分开拓个人理财市场。
An integration of financial service resources through constructing personal comprehensive financial operation service platform is beneficial for lowering transaction cost in financial market and improving personal financial operation efficiency .