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慢思考,快成交
慢思考,快成交
慢思考,快成交
作者:魏嵬
格式:EPUB/MOBI/AZW3
时间:2024-04-24
豆瓣评分:9
内容简介

  《慢思考,快成交》内容简介

  业绩压力大、工作难度高、成就感和价值感低,是当前许多理财经理,尤其是新入行理财经理的困惑与难题。作者魏嵬,一位具有财富管理与资产管理领域丰富从业经验的“过来人”,在这本书中分享了帮助理财经理提升业绩又能获得成就感的工作方法。

  回归资产配置的起点和财富管理的初心,理解工作的价值和底层逻辑,同时掌握客户经营的技巧,才是有效的工作方法。这本书通过介绍资产配置的本质、常见金融产品的底层逻辑、财富管理工作的要点,帮助理财经理重塑工作认知,获得职业价值感和成就感;同时,介绍了获得客户、经营客户的方法和技巧,助力理财经理提升业绩。

  作者简介

  魏嵬

  中国财富管理行业知名自媒体大V“加菲猫看世界”,现任某公募基金公司总经理助理。十多年基金银行从业经验,经济学硕士,中欧国际工商学院FMBA,长期耕耘于零售金融业务一线。擅长将复杂的金融知识化繁为简,获得金融从业人员的广泛认可与高度评价。




"Slow thinking, quick deal" content introduction

High performance pressure, high work difficulty, low sense of accomplishment and value are the puzzles and problems of many financial managers, especially new financial managers. The author Wei Wei, who has rich experience in the field of wealth management and asset management, shares the working methods to help wealth managers improve their performance and gain a sense of accomplishment in this book.

Returning to the starting point of asset allocation and the original intention of wealth management, understanding the value and underlying logic of the work, and mastering the skills of customer management are effective working methods. By introducing the essence of asset allocation, the underlying logic of common financial products, and the key points of wealth management, this book helps financial managers reshape their work cognition and gain a sense of professional value and accomplishment. At the same time, it introduces the methods and skills of obtaining customers and managing customers to help financial managers improve their performance.

About the author

lofty

"Garfield Sees the World", a well-known we-media big V in China's wealth management industry, is currently the assistant general manager of a public fund company. More than 10 years of experience in fund banking, Master of Economics, China Europe International Business School FMBA, has been working in the front line of retail finance business for a long time. He is good at simplifying complex financial knowledge and has been widely recognized and highly praised by financial practitioners.

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文件名称:慢思考,快成交
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