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business process

2012-02-23 17:50:56 399 举报
business development process
Business Process
作者其他创作
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REVIEW REGULARLY
INVESTMENTPOLICYSTATEMENT
CLIENT'S OBJECTIVES
REBALANCE
CUSTOMIZEDPORTFOLIOS
MONITORINGANDREBALANCING
PORTFOLIOSELECTION
PROSPECTS
EXISTINGCLIENTS
CLIENTACCOUNTDATA
ORDER EXECUTION
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