分级管理+AI 赋能券商重塑投顾专业价值

金融投资报
31 Jul

二是,在队伍体系化建设上,多家券商愈发重视投顾队伍的分级管理,实现人才精准定位与资源优化。中信建投是业内较早进行投顾队伍体系化建设的企业。据投顾业务有关负责人介绍,该公司根据投资经验、服务能力、培训比赛、客户满意度跟踪等维度,持续选拔储备投顾专业人才,并动态调整投顾专业等级,优中选优,形成了涵盖行业投顾、金牌投顾、白金投顾、资深白金投顾、首席投顾的五级专业人才体系。三是,在科技赋能上,许多券商在...

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