it works.
The fund investment advisory business has huge potential. The fund investment advisory business represents the future development direction of wealth management and will further optimize the company's income structure.
CITIC Construction Investment Fund Investment Consulting Strategy has launched 7 major strategies based on the four major needs of customers: liquidity, value preservation, value appreciation, and high returns.
For the new stage, wealth management needs to change from the following three aspects: first, the core change from seller to buyer (product sales to customer service); second, the improvement of product service capabilities is a change, customers
They care more about the service capabilities of the institution rather than their sales capabilities; third, they push customers and managers to pay more attention to long-term investment performance.