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【金麒麟优秀投顾访谈】南京证券范春青:强化投顾服务理念应从“卖方投顾”升华到“买方受托”
Xin Lang Zheng Quan· 2025-09-11 03:07
Core Viewpoint - The "Second Golden Unicorn Best Investment Advisor Selection" event highlights the rapid growth of China's wealth management industry, emphasizing the critical role of investment advisors in guiding asset allocation for the public [1] Group 1: Investment Advisor Opportunities and Challenges - The wealth management industry in China is entering a high-growth phase, driven by an increase in residents' financial awareness [1] - Investment advisors face both opportunities and challenges in this evolving landscape, necessitating a focus on enhancing their service capabilities [1] Group 2: Service Philosophy and Client Engagement - Investment advisor Fan Chunqing emphasizes the need to shift from a "sell-side" to a "buy-side" service philosophy, focusing on client account management and establishing a shared interest model [2] - Key aspects of this service philosophy include restructuring profit models, utilizing scenario-based investment education, and providing comprehensive lifecycle services [2] Group 3: Technology Empowerment in Advisory Services - The integration of technology is crucial for enhancing investment advisory services, with AI and big data playing significant roles in market analysis and personalized strategy development [3] - Investment advisors are encouraged to adopt intelligent advisory platforms and real-time interaction tools to improve service efficiency and client engagement [3] Group 4: Future Directions for Investment Advisors - The future of investment advisory services will involve a transformation towards a "buy-side" approach, supported by technological advancements and a broader range of expertise [3] - Investment advisors must enhance their professional capabilities in product introduction, portfolio research, and wealth planning across various life goals [3]