客户素描画像及KYC.pptxVIP

客户素描画像财富管理传富守富创富财富管理客户状况单身未婚无房贷已婚无子有房贷孩子小学以下孩子计划留学离异再婚丁克即将退休企业主家庭主妇公务员神秘人多子女保障类配置重疾MTC年金LV万能UL终身寿险PEP/MVClient Information SummaryClient Name客人姓名Aim for wealth accumulation?财富积累目标Date of Birth生日Got retirement plan yet?是否有退休计划Smoking Status是否吸烟Protection for spouse?是否需要保护配偶Nationality国籍Education planning, estate/legacy planning是否考虑教育/传承Residence住宅Health protection健康保障Marital Status婚姻状况Got enough protection against potential loss of income? 收入损失弥补是否足够Occupation职业Enough loan protection?是否有足够的贷款保障Industry行业May have assets overseas?是否有海外资产Relationship with Credit Ease和公司的关系May be liable to estate t