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诺亚财富理财师徐世福荣登浙江区“战神”榜

< class='newsInfoWrap'>< class='rightInfo'>399 < class='leftInfo'>发表时间:2019-09-01 21:55作者:诺亚财富 < class='line1'> < class='richContent richContent0'>

       2019年7月31日诺亚财富浙江区域在嘉兴豪仕登大酒店举办2019年工作总结暨先进工作者表彰大会。

  此次大会在浙江省200多名理财师中共评选出22位“战神”,其中诺亚财富理财师徐世福荣登“战神”榜,位列全省第8名。相对于杭州与宁波、温州等上市公司总部比较集中高净值人士密集的城市来讲,的资源稍显薄弱,但徐世福与叶丽萍互相把关、互相支持、协同工作的模式也得到了广大客户的认可,优势逐渐显现。同一位客户能同时有两位精英理财师帮助打理资产,在浙江省暂时还仅此一家。客户既能获得更合理周到的资产配置又能获得更客观的金融观点,还能更多一层防范金融风险,客户之间也乐于互相介绍。正是得益于客户的信任与大力支持,两位才能深耕市场,在取得了第一名和第二名的好成绩并荣登浙江省的“战神”榜。

      2018年叶丽萍和徐世福的客户资产配置总额约占诺亚的46%,2019年至8月底徐世福与叶丽萍的客户资产配置总额已达整个诺亚的58.8%,总体呈现良好势头。

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