Nanjing Securities' Sheng Luning: Investment Advisors Should Break Away from "Traditional Service Framework" and Continuously Innovate Service Methods and Tools

Deep News09-08

Topic: Second Golden Qilin Best Investment Advisor Selection

The "Second Golden Qilin Best Investment Advisor Selection" event, hosted by Sina Finance with exclusive cooperation from Yinhua Fund, is currently underway!

China's wealth management industry has entered a super year. As residents' financial awareness gradually evolves, China's wealth management industry has welcomed a high-growth cycle. Investment advisors, as the guides for the "last mile" of wealth management, directly influence the direction of national asset allocation through their attributes of reaching clients, communicating with clients, and serving 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 Yinhua Fund have jointly created the "Golden Qilin Best Investment Advisor Selection" brand event to find outstanding investment advisors, empower investment advisor IP building, and jointly build a business development platform! 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, building a bridge for communication and dialogue between outstanding investment advisors and the general investing public, promoting the healthy development of China's wealth management industry.

Sheng Luning, Assistant General Manager of the Wealth Management Department at Nanjing Securities Co.,Ltd., was invited to serve as a judge on the competition's jury committee.

Sheng Luning stated that in the Sina Finance Golden Qilin Best Investment Advisor Selection, he hopes participating investment advisors will try to step out of traditional service frameworks—using professionalism that can withstand cyclical tests to help investors see through complex market situations; providing thoughtful services tailored to needs to make the wealth management process more comfortable; relying on continuously innovative methods and tools to expand service possibilities. He also hopes that every investment advisor will take professionalism as the foundation and credibility as the basis, refining their capabilities through competition, both adding a reference of "professionalism + warmth" to the industry and better helping investors cope with market fluctuations to achieve steady wealth preservation and appreciation.

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