2025年度《财富管理与基金投资顾问》系列课程第七讲：《财富管理客户服务与沟通》与《中国经济韧性的逻辑与实践》

Core Insights - The event held on December 3, 2025, was a collaborative course between Dongfang Securities and Shanghai University of Finance and Economics, focusing on wealth management and fund investment advisory [1] Group 1: Wealth Management Client Service - The course on "Wealth Management Client Service and Communication" was presented by Xing Hailiang, who emphasized a client-centric approach in wealth management, highlighting the importance of understanding client needs and providing continuous educational support [3] - Dongfang Securities employs a client segmentation strategy that includes inclusive, mass, and affluent client service models, utilizing practices such as client classification, label management, and KYC-KYP strategies [3] - The transition from a "transaction-driven" to a "service-driven" model is crucial for helping clients achieve stable wealth growth [3] Group 2: Chinese Economic Resilience - The session titled "The Logic and Practice of China's Economic Resilience" was led by He Guoliang, who analyzed the development logic and resilience of the Chinese economy amid complex international conditions [5] - He discussed the implications of the recent China-US summit and the evolving global economic landscape, linking these to China's strategic layout under the "14th Five-Year Plan" [5] - The deep resilience of the Chinese economy and its policy space provide a solid foundation for the long-term positive outlook of the capital market, encouraging investors to seize opportunities in industrial upgrades and asset revaluation [5] Group 3: Student Engagement and Learning Outcomes - Students actively engaged in discussions regarding macro policies and asset allocation, with both speakers providing insights based on their practical experiences and market cases [7] - The course aims to bridge academic theory and industry practice, enhancing students' understanding of wealth management and their ability to apply macro trends to investment strategies [7]