Topic: Second Golden Qilin Best Investment Advisor Selection
The "Second Golden Qilin Best Investment Advisor Selection" event, hosted by Sina Finance and exclusively partnered with E Fund Management, is currently underway!
China's wealth management industry has entered a pivotal year. As residents' financial awareness gradually evolves, China's wealth management industry has welcomed a high-growth cycle. Investment advisors, serving as the guides for the "last mile" of wealth management, directly influence the direction of national asset allocation through their ability to reach, communicate with, and serve clients. Against this backdrop, what opportunities and challenges do investment advisors face? How should they "cultivate their internal skills"?
Based on this, Sina Finance and E Fund Management have jointly created the "Golden Qilin Best Investment Advisor Selection" brand event to identify outstanding investment advisors, empower investment advisor IP development, and co-build business platforms! The Golden Qilin Best Investment Advisor Selection aims to provide investment advisors with a stage to showcase their image, expand their services, and enhance their capabilities, while building a bridge for communication between excellent investment advisors and retail investors, promoting the healthy development of China's wealth management industry.
Li Rongfei, Investment Advisory Product Manager at Changjiang Securities Company Limited's Wealth Management Center, has been invited to serve as a judge on the competition's evaluation committee.
Li Rongfei stated that against the backdrop of the fintech wave and capital market deepening reforms, investment advisory business is experiencing unprecedented development opportunities. Changjiang Securities Company Limited's "Changjiang Hong" investment advisory service will deeply integrate technology with business development achievements, leveraging technological empowerment to transform from individual combat to platform-based operations. Through algorithmic models, it will accurately insight into client needs, achieving precise matching between investment advisory services and client requirements, providing clients with personalized and intelligent service experiences.
"Changjiang Hong" will continue to upgrade its service system centered on long-term value creation and client interest service, assisting clients in achieving steady wealth growth through professional services and accompaniment.
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